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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 | $253,806 | $197,603+28.4% | $177,827+42.7% | $158,950+59.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.12% | 58.76%-45.6pp | 48.32%-35.2pp | 302.91%-289.8pp |
| Employer contribution / active EE | $1,864 | $6,698-72.2% | $5,918-68.5% | $4,762-60.9% |
| Participant deferral / active EE | $13,019 | $8,404+54.9% | $7,713+68.8% | $5,983+117.6% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |