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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 | $223,823+11.7% | $211,142+18.4% | $154,746+61.6% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 15.78% | 50.39%-34.6pp | 46.84%-31.1pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,608 | $6,787-61.6% | $6,442-59.5% | $4,379-40.4% |
| Participant deferral / active EE | $10,060 | $9,750+3.2% | $9,284+8.4% | $6,730+49.5% |
| Admin fee / account holder | $24 | $19,707-99.9% | $19,076-99.9% | $14,365-99.8% |