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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 | $455,837 | $181,062+151.8% | $158,223+188.1% | $155,188+193.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 22.89% | 57.39%-34.5pp | 52.09%-29.2pp | 148.84%-126.0pp |
| Employer contribution / active EE | $2,157 | $4,565-52.8% | $4,109-47.5% | $4,248-49.2% |
| Participant deferral / active EE | $8,041 | $6,134+31.1% | $5,467+47.1% | $6,531+23.1% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |