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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 | $347,667 | $156,398+122.3% | $147,318+136.0% | $138,895+150.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.07% | 78.75%-60.7pp | 70.43%-52.4pp | 145.39%-127.3pp |
| Employer contribution / active EE | $5,720 | $4,853+17.9% | $4,593+24.5% | $4,194+36.4% |
| Participant deferral / active EE | $11,440 | $8,237+38.9% | $7,906+44.7% | $6,396+78.9% |
| Admin fee / account holder | $60 | $14,976-99.6% | $13,708-99.6% | $12,562-99.5% |