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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 | $265,116 | $183,592+44.4% | $155,567+70.4% | $145,959+81.6% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 15.09% | 61.24%-46.2pp | 64.74%-49.6pp | 561.95%-546.9pp |
| Employer contribution / active EE | $6,059 | $5,315+14.0% | $4,674+29.6% | $4,661+30.0% |
| Participant deferral / active EE | $10,721 | $6,464+65.8% | $5,628+90.5% | $6,689+60.3% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |