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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 | $400,485 | $209,336+91.3% | $197,124+103.2% | $137,256+191.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.15% | 48.09%-29.9pp | 44.34%-26.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $4,333 | $6,591-34.3% | $6,227-30.4% | $4,156+4.3% |
| Participant deferral / active EE | $23,503 | $9,614+144.5% | $9,135+157.3% | $6,407+266.9% |
| Admin fee / account holder | -$383 | $17,308-102.2% | $16,298-102.3% | $12,270-103.1% |