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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 | $262,868 | $154,228+70.4% | $145,433+80.7% | $137,256+91.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.72% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,884 | $4,804-40.0% | $4,554-36.7% | $4,156-30.6% |
| Participant deferral / active EE | $10,595 | $8,216+28.9% | $7,897+34.2% | $6,407+65.4% |
| Admin fee / account holder | $196 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |