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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 | $298,779 | $157,296+89.9% | $141,191+111.6% | $152,897+95.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 16.65% | 64.34%-47.7pp | 71.41%-54.8pp | 345.43%-328.8pp |
| Employer contribution / active EE | $5,541 | $5,262+5.3% | $4,736+17.0% | $4,764+16.3% |
| Participant deferral / active EE | $9,929 | $7,111+39.6% | $6,710+48.0% | $5,851+69.7% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |