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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 | $375,010 | $156,398+139.8% | $147,318+154.6% | $138,895+170.0% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 15.94% | 78.75%-62.8pp | 70.43%-54.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $17,727 | $4,853+265.3% | $4,593+286.0% | $4,194+322.6% |
| Participant deferral / active EE | $16,599 | $8,237+101.5% | $7,906+109.9% | $6,396+159.5% |
| Admin fee / account holder | $58 | $14,976-99.6% | $13,708-99.6% | $12,562-99.5% |