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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 | $250,620 | $165,381+51.5% | $149,730+67.4% | $158,966+57.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.65% | 348.29%-328.6pp | 276.70%-257.0pp | 302.95%-283.3pp |
| Employer contribution / active EE | $8,448 | $5,104+65.5% | $4,645+81.9% | $4,762+77.4% |
| Participant deferral / active EE | $4,767 | $7,182-33.6% | $6,843-30.3% | $5,983-20.3% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |