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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 | $292,974 | $213,785+37.0% | $185,441+58.0% | $155,188+88.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 16.31% | 19.97%-3.7pp | 20.16%-3.9pp | 148.84%-132.5pp |
| Employer contribution / active EE | $9,033 | $5,393+67.5% | $4,672+93.3% | $4,248+112.6% |
| Participant deferral / active EE | $13,293 | $6,864+93.7% | $6,152+116.1% | $6,531+103.5% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |