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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 | $309,600 | $181,062+71.0% | $158,223+95.7% | $155,188+99.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.32% | 57.39%-41.1pp | 52.09%-35.8pp | 148.84%-132.5pp |
| Employer contribution / active EE | $2,263 | $4,565-50.4% | $4,109-44.9% | $4,248-46.7% |
| Participant deferral / active EE | $7,553 | $6,134+23.1% | $5,467+38.2% | $6,531+15.6% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |