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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 | $381,230 | $185,905+105.1% | $170,057+124.2% | $139,487+173.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.56% | 60.56%-35.0pp | 53.42%-27.9pp | 373.84%-348.3pp |
| Employer contribution / active EE | $5,034 | $7,597-33.7% | $6,790-25.9% | $4,755+5.9% |
| Participant deferral / active EE | $18,795 | $11,627+61.7% | $10,411+80.5% | $6,713+180.0% |
| Admin fee / account holder | $186 | $15,397-98.8% | $12,826-98.6% | $11,407-98.4% |