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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 | $271,231 | $209,336+29.6% | $197,124+37.6% | $137,256+97.6% |
| Participation rate | 81.8% | 87.3%-5.5pp | 86.7%-4.9pp | 80.0%+1.9pp |
| Annual return | 16.85% | 48.09%-31.2pp | 44.34%-27.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $11,880 | $6,591+80.3% | $6,227+90.8% | $4,156+185.9% |
| Participant deferral / active EE | $13,494 | $9,614+40.4% | $9,135+47.7% | $6,407+110.6% |
| Admin fee / account holder | $9 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |