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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 | $293,382 | $185,312+58.3% | $161,489+81.7% | $154,746+89.6% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 17.45% | 103.84%-86.4pp | 89.72%-72.3pp | 172.34%-154.9pp |
| Employer contribution / active EE | $4,410 | $4,769-7.5% | $4,268+3.3% | $4,379+0.7% |
| Participant deferral / active EE | $6,724 | $6,350+5.9% | $5,630+19.4% | $6,730-0.1% |
| Admin fee / account holder | $1 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |