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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 | $264,770 | $155,555+70.2% | $146,866+80.3% | $155,188+70.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.79% | 115.41%-94.6pp | 102.85%-82.1pp | 148.84%-128.1pp |
| Employer contribution / active EE | $3,233 | $4,647-30.4% | $4,425-26.9% | $4,248-23.9% |
| Participant deferral / active EE | $8,630 | $8,044+7.3% | $7,759+11.2% | $6,531+32.1% |
| Admin fee / account holder | $129 | $14,755-99.1% | $13,620-99.1% | $14,480-99.1% |