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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 | $279,195 | $162,136+72.2% | $152,301+83.3% | $154,746+80.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.25% | 91.02%-71.8pp | 80.50%-61.3pp | 172.34%-153.1pp |
| Employer contribution / active EE | $4,788 | $4,890-2.1% | $4,624+3.5% | $4,379+9.3% |
| Participant deferral / active EE | $10,564 | $8,341+26.7% | $8,004+32.0% | $6,730+57.0% |
| Admin fee / account holder | $2 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |