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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 | $289,066 | $156,398+84.8% | $147,318+96.2% | $138,895+108.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 15.17% | 78.75%-63.6pp | 70.43%-55.3pp | 145.39%-130.2pp |
| Employer contribution / active EE | $9,206 | $4,853+89.7% | $4,593+100.4% | $4,194+119.5% |
| Participant deferral / active EE | $13,731 | $8,237+66.7% | $7,906+73.7% | $6,396+114.7% |
| Admin fee / account holder | $127 | $14,976-99.2% | $13,708-99.1% | $12,562-99.0% |