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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 | $223,823+21.2% | $211,142+28.5% | $154,746+75.3% |
| Participation rate | 81.8% | 87.9%-6.0pp | 87.3%-5.5pp | 80.7%+1.1pp |
| Annual return | 16.85% | 50.39%-33.5pp | 46.84%-30.0pp | 172.34%-155.5pp |
| Employer contribution / active EE | $11,880 | $6,787+75.1% | $6,442+84.4% | $4,379+171.3% |
| Participant deferral / active EE | $13,494 | $9,750+38.4% | $9,284+45.4% | $6,730+100.5% |
| Admin fee / account holder | $9 | $19,707-100.0% | $19,076-100.0% | $14,365-99.9% |