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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 | $223,823+13.1% | $211,142+19.9% | $154,746+63.5% |
| Participation rate | 87.5% | 87.9%-0.4pp | 87.3%+0.2pp | 80.7%+6.8pp |
| Annual return | 25.05% | 50.39%-25.3pp | 46.84%-21.8pp | 172.34%-147.3pp |
| Employer contribution / active EE | $9,259 | $6,787+36.4% | $6,442+43.7% | $4,379+111.4% |
| Participant deferral / active EE | $7,854 | $9,750-19.4% | $9,284-15.4% | $6,730+16.7% |
| Admin fee / account holder | $14 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |