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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 | $468,866 | $183,592+155.4% | $155,574+201.4% | $145,877+221.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 31.56% | 61.37%-29.8pp | 64.87%-33.3pp | 551.28%-519.7pp |
| Employer contribution / active EE | $1,728 | $5,317-67.5% | $4,676-63.0% | $4,663-62.9% |
| Participant deferral / active EE | $6,509 | $6,466+0.7% | $5,629+15.6% | $6,691-2.7% |
| Admin fee / account holder | $12 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |