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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 | $412,105 | $197,637+108.5% | $177,848+131.7% | $158,982+159.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.30% | 58.77%-41.5pp | 48.33%-31.0pp | 302.99%-285.7pp |
| Employer contribution / active EE | $3,318 | $6,698-50.5% | $5,919-43.9% | $4,763-30.3% |
| Participant deferral / active EE | $5,921 | $8,405-29.6% | $7,714-23.2% | $5,983-1.0% |
| Admin fee / account holder | $94 | $15,406-99.4% | $12,431-99.2% | $11,252-99.2% |