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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 | $260,986 | $174,379+49.7% | $152,093+71.6% | $138,895+87.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.45% | 74.86%-60.4pp | 66.36%-51.9pp | 145.39%-130.9pp |
| Employer contribution / active EE | $5,361 | $4,652+15.2% | $4,175+28.4% | $4,194+27.8% |
| Participant deferral / active EE | $4,800 | $6,159-22.1% | $5,451-11.9% | $6,396-25.0% |
| Admin fee / account holder | $16 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |