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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 | $337,031 | $154,228+118.5% | $145,433+131.7% | $137,256+145.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.43% | 74.59%-60.2pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,459 | $4,804-69.6% | $4,554-68.0% | $4,156-64.9% |
| Participant deferral / active EE | $7,949 | $8,216-3.3% | $7,897+0.6% | $6,407+24.1% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |