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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 | $299,649 | $165,381+81.2% | $149,730+100.1% | $158,966+88.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.60% | 348.29%-324.7pp | 276.70%-253.1pp | 302.95%-279.4pp |
| Employer contribution / active EE | $3,469 | $5,104-32.0% | $4,645-25.3% | $4,762-27.2% |
| Participant deferral / active EE | $6,061 | $7,182-15.6% | $6,843-11.4% | $5,983+1.3% |
| Admin fee / account holder | $30 | $10,809-99.7% | $9,310-99.7% | $11,250-99.7% |