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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 | $814,067 | $148,629+447.7% | $135,982+498.7% | $139,487+483.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 28.99% | 79.33%-50.3pp | 68.32%-39.3pp | 373.84%-344.9pp |
| Employer contribution / active EE | $4,558 | $5,247-13.1% | $4,859-6.2% | $4,755-4.1% |
| Participant deferral / active EE | $13,240 | $8,102+63.4% | $7,760+70.6% | $6,713+97.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |