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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 | $254,120 | $201,372+26.2% | $184,260+37.9% | $145,884+74.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.06% | 29.04%-19.0pp | 28.84%-18.8pp | 551.85%-541.8pp |
| Employer contribution / active EE | $4,200 | $7,024-40.2% | $6,427-34.7% | $4,662-9.9% |
| Participant deferral / active EE | $27,100 | $9,808+176.3% | $9,133+196.7% | $6,690+305.1% |
| Admin fee / account holder | $281 | $16,362-98.3% | $13,898-98.0% | $13,392-97.9% |