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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 | $415,046 | $212,386+95.4% | $199,883+107.6% | $138,895+198.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 20.32% | 47.75%-27.4pp | 43.81%-23.5pp | 145.39%-125.1pp |
| Employer contribution / active EE | $10,704 | $6,625+61.6% | $6,261+71.0% | $4,194+155.2% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $14 | $18,233-99.9% | $17,268-99.9% | $12,562-99.9% |