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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 | $267,031 | $174,379+53.1% | $152,093+75.6% | $138,895+92.3% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 22.14% | 74.86%-52.7pp | 66.36%-44.2pp | 145.39%-123.3pp |
| Employer contribution / active EE | $2,485 | $4,652-46.6% | $4,175-40.5% | $4,194-40.8% |
| Participant deferral / active EE | $12,431 | $6,159+101.8% | $5,451+128.0% | $6,396+94.4% |
| Admin fee / account holder | $20 | $16,880-99.9% | $14,497-99.9% | $12,562-99.8% |