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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 | $278,680 | $154,228+80.7% | $145,433+91.6% | $137,256+103.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 43.56% | 74.59%-31.0pp | 66.58%-23.0pp | 220.34%-176.8pp |
| Employer contribution / active EE | $6,520 | $4,804+35.7% | $4,554+43.2% | $4,156+56.9% |
| Participant deferral / active EE | $7,500 | $8,216-8.7% | $7,897-5.0% | $6,407+17.1% |
| Admin fee / account holder | $72 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |