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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 | $405,133 | $197,603+105.0% | $177,827+127.8% | $158,950+154.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.67% | 58.76%-44.1pp | 48.32%-33.7pp | 302.91%-288.2pp |
| Employer contribution / active EE | $3,607 | $6,698-46.2% | $5,918-39.1% | $4,762-24.3% |
| Participant deferral / active EE | $15,412 | $8,404+83.4% | $7,713+99.8% | $5,983+157.6% |
| Admin fee / account holder | $17 | $15,402-99.9% | $12,429-99.9% | $11,248-99.9% |