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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 | $535,129 | $166,131+222.1% | $164,975+224.4% | $145,877+266.8% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 15.04% | 100.37%-85.3pp | 70.12%-55.1pp | 551.28%-536.2pp |
| Employer contribution / active EE | $2,969 | $5,276-43.7% | $4,343-31.6% | $4,663-36.3% |
| Participant deferral / active EE | $15,350 | $6,962+120.5% | $6,033+154.4% | $6,691+129.4% |
| Admin fee / account holder | $14 | $16,648-99.9% | $12,688-99.9% | $13,402-99.9% |