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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 | $258,007 | $209,336+23.3% | $197,124+30.9% | $137,256+88.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.24% | 48.09%-35.9pp | 44.34%-32.1pp | 220.34%-208.1pp |
| Employer contribution / active EE | $3,800 | $6,591-42.3% | $6,227-39.0% | $4,156-8.6% |
| Participant deferral / active EE | $6,200 | $9,614-35.5% | $9,135-32.1% | $6,407-3.2% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |