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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 | $458,083 | $209,422+118.7% | $178,503+156.6% | $158,982+188.1% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 14.34% | 188.81%-174.5pp | 151.12%-136.8pp | 302.99%-288.6pp |
| Employer contribution / active EE | $3,388 | $5,707-40.6% | $5,011-32.4% | $4,763-28.9% |
| Participant deferral / active EE | $8,163 | $5,955+37.1% | $5,202+56.9% | $5,983+36.4% |
| Admin fee / account holder | $186 | $17,079-98.9% | $13,987-98.7% | $11,252-98.4% |