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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 | $251,245 | $185,312+35.6% | $161,489+55.6% | $154,746+62.4% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 17.56% | 103.84%-86.3pp | 89.72%-72.2pp | 172.34%-154.8pp |
| Employer contribution / active EE | $2,661 | $4,769-44.2% | $4,268-37.7% | $4,379-39.2% |
| Participant deferral / active EE | $6,907 | $6,350+8.8% | $5,630+22.7% | $6,730+2.6% |
| Admin fee / account holder | $14 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |