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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 | $288,411 | $172,111+67.6% | $150,298+91.9% | $137,256+110.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.37% | 69.37%-49.0pp | 62.79%-42.4pp | 220.34%-200.0pp |
| Employer contribution / active EE | $9,156 | $4,636+97.5% | $4,154+120.4% | $4,156+120.3% |
| Participant deferral / active EE | $7,805 | $6,166+26.6% | $5,453+43.1% | $6,407+21.8% |
| Admin fee / account holder | $184 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |