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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 | $276,062 | $165,399+66.9% | $149,745+84.4% | $158,982+73.6% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 13.44% | 348.34%-334.9pp | 276.72%-263.3pp | 302.99%-289.6pp |
| Employer contribution / active EE | $5,112 | $5,105+0.2% | $4,646+10.0% | $4,763+7.3% |
| Participant deferral / active EE | $8,572 | $7,183+19.3% | $6,843+25.3% | $5,983+43.3% |
| Admin fee / account holder | $236 | $10,811-97.8% | $9,312-97.5% | $11,252-97.9% |