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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 | $373,499 | $197,637+89.0% | $177,848+110.0% | $158,982+134.9% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 15.43% | 58.77%-43.3pp | 48.33%-32.9pp | 302.99%-287.6pp |
| Employer contribution / active EE | $18,818 | $6,698+180.9% | $5,919+217.9% | $4,763+295.1% |
| Participant deferral / active EE | $13,629 | $8,405+62.2% | $7,714+76.7% | $5,983+127.8% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |