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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 | $301,079 | $223,823+34.5% | $211,142+42.6% | $154,746+94.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 28.66% | 50.39%-21.7pp | 46.84%-18.2pp | 172.34%-143.7pp |
| Employer contribution / active EE | $4,297 | $6,787-36.7% | $6,442-33.3% | $4,379-1.9% |
| Participant deferral / active EE | $15,978 | $9,750+63.9% | $9,284+72.1% | $6,730+137.4% |
| Admin fee / account holder | $156 | $19,707-99.2% | $19,076-99.2% | $14,365-98.9% |