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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 | $337,635 | $201,344+67.7% | $184,243+83.3% | $145,877+131.5% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 11.67% | 29.01%-17.3pp | 28.82%-17.1pp | 551.28%-539.6pp |
| Employer contribution / active EE | $8,407 | $7,022+19.7% | $6,427+30.8% | $4,663+80.3% |
| Participant deferral / active EE | $10,992 | $9,807+12.1% | $9,132+20.4% | $6,691+64.3% |
| Admin fee / account holder | $11 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |