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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 | $298,699 | $135,956+119.7% | $123,894+141.1% | $273,972+9.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.90% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $18,067 | $5,170+249.5% | $4,617+291.3% | $4,869+271.1% |
| Participant deferral / active EE | $11,677 | $6,343+84.1% | $5,984+95.1% | $5,287+120.9% |
| Admin fee / account holder | $61 | $9,817-99.4% | $8,357-99.3% | $10,133-99.4% |