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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 | $274,569 | $165,381+66.0% | $149,730+83.4% | $158,966+72.7% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 9.07% | 348.29%-339.2pp | 276.70%-267.6pp | 302.95%-293.9pp |
| Employer contribution / active EE | $11,185 | $5,104+119.1% | $4,645+140.8% | $4,762+134.9% |
| Participant deferral / active EE | $9,088 | $7,182+26.5% | $6,843+32.8% | $5,983+51.9% |
| Admin fee / account holder | $61 | $10,809-99.4% | $9,310-99.3% | $11,250-99.5% |