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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 | $258,224 | $201,264+28.3% | $184,185+40.2% | $145,978+76.9% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 18.14% | 29.00%-10.9pp | 28.81%-10.7pp | 550.52%-532.4pp |
| Employer contribution / active EE | $14,578 | $7,021+107.6% | $6,426+126.9% | $4,662+212.7% |
| Participant deferral / active EE | $8,628 | $9,806-12.0% | $9,132-5.5% | $6,690+29.0% |
| Admin fee / account holder | $1 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |