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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 | $306,608 | $181,062+69.3% | $158,223+93.8% | $155,188+97.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.86% | 57.39%-43.5pp | 52.09%-38.2pp | 148.84%-135.0pp |
| Employer contribution / active EE | $3,021 | $4,565-33.8% | $4,109-26.5% | $4,248-28.9% |
| Participant deferral / active EE | $10,569 | $6,134+72.3% | $5,467+93.3% | $6,531+61.8% |
| Admin fee / account holder | $12 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |