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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 | $301,251 | $209,336+43.9% | $197,124+52.8% | $137,256+119.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 25.16% | 48.09%-22.9pp | 44.34%-19.2pp | 220.34%-195.2pp |
| Employer contribution / active EE | $3,602 | $6,591-45.3% | $6,227-42.2% | $4,156-13.3% |
| Participant deferral / active EE | $4,558 | $9,614-52.6% | $9,135-50.1% | $6,407-28.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |