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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 | $351,868 | $156,398+125.0% | $147,318+138.8% | $138,895+153.3% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 17.72% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $13,925 | $4,853+186.9% | $4,593+203.2% | $4,194+232.0% |
| Participant deferral / active EE | $10,836 | $8,237+31.5% | $7,906+37.1% | $6,396+69.4% |
| Admin fee / account holder | $80 | $14,976-99.5% | $13,708-99.4% | $12,562-99.4% |