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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 | $269,181 | $223,823+20.3% | $211,142+27.5% | $154,746+74.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 11.51% | 50.39%-38.9pp | 46.84%-35.3pp | 172.34%-160.8pp |
| Employer contribution / active EE | $7,590 | $6,787+11.8% | $6,442+17.8% | $4,379+73.3% |
| Participant deferral / active EE | $15,593 | $9,750+59.9% | $9,284+68.0% | $6,730+131.7% |
| Admin fee / account holder | $18 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |