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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 | $363,059 | $209,336+73.4% | $197,124+84.2% | $137,256+164.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.56% | 48.09%-25.5pp | 44.34%-21.8pp | 220.34%-197.8pp |
| Employer contribution / active EE | $34,245 | $6,591+419.6% | $6,227+449.9% | $4,156+724.0% |
| Participant deferral / active EE | $18,497 | $9,614+92.4% | $9,135+102.5% | $6,407+188.7% |
| Admin fee / account holder | $166 | $17,308-99.0% | $16,298-99.0% | $12,270-98.6% |