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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 | $183,627+36.2% | $155,602+60.8% | $145,978+71.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 18.45% | 61.32%-42.9pp | 64.81%-46.4pp | 550.52%-532.1pp |
| Employer contribution / active EE | $6,282 | $5,316+18.2% | $4,675+34.4% | $4,662+34.8% |
| Participant deferral / active EE | $9,550 | $6,466+47.7% | $5,629+69.7% | $6,690+42.8% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |