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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 | $253,783 | $162,821+55.9% | $133,978+89.4% | $158,982+59.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.47% | 41.95%-28.5pp | 45.10%-31.6pp | 302.99%-289.5pp |
| Employer contribution / active EE | $4,913 | $4,976-1.3% | $3,919+25.4% | $4,763+3.2% |
| Participant deferral / active EE | $10,589 | $5,910+79.2% | $5,047+109.8% | $5,983+77.0% |
| Admin fee / account holder | $45 | $11,742-99.6% | $8,930-99.5% | $11,252-99.6% |