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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $329,373 | $110,212+198.9% | $96,534+241.2% | $139,466+136.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.7pp | 80.3%+5.4pp |
| Annual return | 17.96% | 26.42%-8.5pp | 25.88%-7.9pp | 373.66%-355.7pp |
| Employer contribution / active EE | $3,632 | $3,620+0.3% | $2,965+22.5% | $4,754-23.6% |
| Participant deferral / active EE | $12,624 | $5,547+127.6% | $4,851+160.2% | $6,712+88.1% |
| Admin fee / account holder | $9 | $11,599-99.9% | $8,253-99.9% | $11,409-99.9% |