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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 | $255,101 | $212,386+20.1% | $199,883+27.6% | $138,895+83.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 30.23% | 47.75%-17.5pp | 43.81%-13.6pp | 145.39%-115.2pp |
| Employer contribution / active EE | $2,487 | $6,625-62.5% | $6,261-60.3% | $4,194-40.7% |
| Participant deferral / active EE | $20,843 | $9,617+116.7% | $9,138+128.1% | $6,396+225.9% |
| Admin fee / account holder | $57 | $18,233-99.7% | $17,268-99.7% | $12,562-99.5% |