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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 | $304,393 | $209,336+45.4% | $197,124+54.4% | $137,256+121.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.08% | 48.09%-33.0pp | 44.34%-29.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $3,625 | $6,591-45.0% | $6,227-41.8% | $4,156-12.8% |
| Participant deferral / active EE | $8,325 | $9,614-13.4% | $9,135-8.9% | $6,407+29.9% |
| Admin fee / account holder | $1 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |