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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 | $272,508 | $183,592+48.4% | $155,574+75.2% | $145,877+86.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.42% | 61.37%-48.9pp | 64.87%-52.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $3,774 | $5,317-29.0% | $4,676-19.3% | $4,663-19.1% |
| Participant deferral / active EE | $11,381 | $6,466+76.0% | $5,629+102.2% | $6,691+70.1% |
| Admin fee / account holder | $277 | $19,316-98.6% | $15,914-98.3% | $13,402-97.9% |