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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 | $263,445 | $209,336+25.8% | $197,124+33.6% | $137,256+91.9% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 14.88% | 48.09%-33.2pp | 44.34%-29.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $12,622 | $6,591+91.5% | $6,227+102.7% | $4,156+203.7% |
| Participant deferral / active EE | $8,448 | $9,614-12.1% | $9,135-7.5% | $6,407+31.9% |
| Admin fee / account holder | $118 | $17,308-99.3% | $16,298-99.3% | $12,270-99.0% |