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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 | $324,970 | $172,111+88.8% | $150,298+116.2% | $137,256+136.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.93% | 69.37%-53.4pp | 62.79%-46.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $7,136 | $4,636+53.9% | $4,154+71.8% | $4,156+71.7% |
| Participant deferral / active EE | $24,834 | $6,166+302.8% | $5,453+355.5% | $6,407+287.6% |
| Admin fee / account holder | -$256 | $16,471-101.6% | $14,116-101.8% | $12,270-102.1% |