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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 | $313,020 | $154,228+103.0% | $145,433+115.2% | $137,256+128.1% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 14.21% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,439 | $4,804-49.2% | $4,554-46.5% | $4,156-41.3% |
| Participant deferral / active EE | $4,663 | $8,216-43.3% | $7,897-41.0% | $6,407-27.2% |
| Admin fee / account holder | $109 | $14,344-99.2% | $13,129-99.2% | $12,270-99.1% |