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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 | $272,693 | $197,637+38.0% | $177,848+53.3% | $158,982+71.5% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 17.23% | 58.77%-41.5pp | 48.33%-31.1pp | 302.99%-285.8pp |
| Employer contribution / active EE | $20,745 | $6,698+209.7% | $5,919+250.5% | $4,763+335.6% |
| Participant deferral / active EE | $20,797 | $8,405+147.4% | $7,714+169.6% | $5,983+247.6% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |