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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 | $342,617 | $199,109+72.1% | $173,730+97.2% | $154,746+121.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.69% | 20.02%-8.3pp | 19.96%-8.3pp | 172.34%-160.6pp |
| Employer contribution / active EE | $3,555 | $5,311-33.1% | $4,577-22.3% | $4,379-18.8% |
| Participant deferral / active EE | $4,290 | $7,113-39.7% | $6,326-32.2% | $6,730-36.3% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |