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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 | $212,386+41.8% | $199,883+50.7% | $138,895+116.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 25.16% | 47.75%-22.6pp | 43.81%-18.6pp | 145.39%-120.2pp |
| Employer contribution / active EE | $3,602 | $6,625-45.6% | $6,261-42.5% | $4,194-14.1% |
| Participant deferral / active EE | $4,558 | $9,617-52.6% | $9,138-50.1% | $6,396-28.7% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |