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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 | $181,062+79.5% | $158,223+105.4% | $155,188+109.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.93% | 57.39%-41.5pp | 52.09%-36.2pp | 148.84%-132.9pp |
| Employer contribution / active EE | $7,136 | $4,565+56.3% | $4,109+73.7% | $4,248+68.0% |
| Participant deferral / active EE | $24,834 | $6,134+304.8% | $5,467+354.3% | $6,531+280.2% |
| Admin fee / account holder | -$256 | $18,825-101.4% | $16,047-101.6% | $14,480-101.8% |