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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 | $253,065 | $209,336+20.9% | $197,124+28.4% | $137,256+84.4% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 25.05% | 48.09%-23.0pp | 44.34%-19.3pp | 220.34%-195.3pp |
| Employer contribution / active EE | $9,259 | $6,591+40.5% | $6,227+48.7% | $4,156+122.8% |
| Participant deferral / active EE | $7,854 | $9,614-18.3% | $9,135-14.0% | $6,407+22.6% |
| Admin fee / account holder | $14 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |