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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 | $687,831 | $162,812+322.5% | $133,971+413.4% | $158,966+332.7% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 21.21% | 41.94%-20.7pp | 45.09%-23.9pp | 302.95%-281.7pp |
| Employer contribution / active EE | $4,579 | $4,976-8.0% | $3,919+16.9% | $4,762-3.8% |
| Participant deferral / active EE | $9,158 | $5,910+55.0% | $5,047+81.5% | $5,983+53.1% |
| Admin fee / account holder | $40 | $11,741-99.7% | $8,929-99.6% | $11,250-99.6% |