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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 | $785,988 | $209,336+275.5% | $197,124+298.7% | $137,256+472.6% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 21.17% | 48.09%-26.9pp | 44.34%-23.2pp | 220.34%-199.2pp |
| Employer contribution / active EE | $20,272 | $6,591+207.6% | $6,227+225.5% | $4,156+387.8% |
| Participant deferral / active EE | $16,133 | $9,614+67.8% | $9,135+76.6% | $6,407+151.8% |
| Admin fee / account holder | $80 | $17,308-99.5% | $16,298-99.5% | $12,270-99.3% |