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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 | $315,088 | $156,398+101.5% | $147,318+113.9% | $138,895+126.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 29.35% | 78.75%-49.4pp | 70.43%-41.1pp | 145.39%-116.0pp |
| Employer contribution / active EE | $19,237 | $4,853+296.4% | $4,593+318.9% | $4,194+358.7% |
| Participant deferral / active EE | $12,400 | $8,237+50.5% | $7,906+56.8% | $6,396+93.9% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |