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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 | $271,810 | $181,062+50.1% | $158,223+71.8% | $155,188+75.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 15.33% | 57.39%-42.1pp | 52.09%-36.8pp | 148.84%-133.5pp |
| Employer contribution / active EE | $2,364 | $4,565-48.2% | $4,109-42.5% | $4,248-44.4% |
| Participant deferral / active EE | $12,327 | $6,134+100.9% | $5,467+125.5% | $6,531+88.7% |
| Admin fee / account holder | $30 | $18,825-99.8% | $16,047-99.8% | $14,480-99.8% |