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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 | $271,778 | $156,398+73.8% | $147,318+84.5% | $138,895+95.7% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 17.02% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,892 | $4,853-40.4% | $4,593-37.0% | $4,194-31.1% |
| Participant deferral / active EE | $10,141 | $8,237+23.1% | $7,906+28.3% | $6,396+58.5% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |