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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 | $294,101 | $156,398+88.0% | $147,318+99.6% | $138,895+111.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.38% | 78.75%-61.4pp | 70.43%-53.0pp | 145.39%-128.0pp |
| Employer contribution / active EE | $5,617 | $4,853+15.7% | $4,593+22.3% | $4,194+33.9% |
| Participant deferral / active EE | $13,830 | $8,237+67.9% | $7,906+74.9% | $6,396+116.2% |
| Admin fee / account holder | $166 | $14,976-98.9% | $13,708-98.8% | $12,562-98.7% |