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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 | $327,988 | $162,136+102.3% | $152,301+115.4% | $154,746+112.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.93% | 91.02%-77.1pp | 80.50%-66.6pp | 172.34%-158.4pp |
| Employer contribution / active EE | $2,251 | $4,890-54.0% | $4,624-51.3% | $4,379-48.6% |
| Participant deferral / active EE | $8,840 | $8,341+6.0% | $8,004+10.4% | $6,730+31.3% |
| Admin fee / account holder | $118 | $15,759-99.3% | $14,398-99.2% | $14,365-99.2% |