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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 | $250,176 | $183,592+36.3% | $155,574+60.8% | $145,877+71.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 18.45% | 61.37%-42.9pp | 64.87%-46.4pp | 551.28%-532.8pp |
| Employer contribution / active EE | $6,282 | $5,317+18.2% | $4,676+34.4% | $4,663+34.7% |
| Participant deferral / active EE | $9,550 | $6,466+47.7% | $5,629+69.6% | $6,691+42.7% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |