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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 | $260,291 | $148,582+75.2% | $135,942+91.5% | $139,456+86.6% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 14.08% | 79.26%-65.2pp | 68.28%-54.2pp | 373.45%-359.4pp |
| Employer contribution / active EE | $1,647 | $5,245-68.6% | $4,858-66.1% | $4,753-65.3% |
| Participant deferral / active EE | $9,972 | $8,101+23.1% | $7,759+28.5% | $6,711+48.6% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |