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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 | $314,394 | $154,228+103.9% | $145,433+116.2% | $137,256+129.1% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 21.38% | 74.59%-53.2pp | 66.58%-45.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $17,731 | $4,804+269.1% | $4,554+289.3% | $4,156+326.6% |
| Participant deferral / active EE | $11,745 | $8,216+43.0% | $7,897+48.7% | $6,407+83.3% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |