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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 | $316,292 | $209,336+51.1% | $197,124+60.5% | $137,256+130.4% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | 14.78% | 48.09%-33.3pp | 44.34%-29.6pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,860 | $6,591-56.6% | $6,227-54.1% | $4,156-31.2% |
| Participant deferral / active EE | $14,021 | $9,614+45.8% | $9,135+53.5% | $6,407+118.8% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |