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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 | $261,383 | $157,304+66.2% | $141,197+85.1% | $152,909+70.9% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 22.24% | 64.34%-42.1pp | 71.41%-49.2pp | 345.46%-323.2pp |
| Employer contribution / active EE | $4,077 | $5,263-22.5% | $4,736-13.9% | $4,764-14.4% |
| Participant deferral / active EE | $10,355 | $7,111+45.6% | $6,710+54.3% | $5,851+77.0% |
| Admin fee / account holder | $66 | $12,126-99.5% | $10,265-99.4% | $11,601-99.4% |