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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 | $250,084 | $212,386+17.7% | $199,883+25.1% | $138,895+80.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 15.78% | 47.75%-32.0pp | 43.81%-28.0pp | 145.39%-129.6pp |
| Employer contribution / active EE | $2,608 | $6,625-60.6% | $6,261-58.3% | $4,194-37.8% |
| Participant deferral / active EE | $10,060 | $9,617+4.6% | $9,138+10.1% | $6,396+57.3% |
| Admin fee / account holder | $24 | $18,233-99.9% | $17,268-99.9% | $12,562-99.8% |