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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 | $162,136+62.1% | $152,301+72.6% | $154,746+69.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.72% | 91.02%-73.3pp | 80.50%-62.8pp | 172.34%-154.6pp |
| Employer contribution / active EE | $2,884 | $4,890-41.0% | $4,624-37.6% | $4,379-34.1% |
| Participant deferral / active EE | $10,595 | $8,341+27.0% | $8,004+32.4% | $6,730+57.4% |
| Admin fee / account holder | $196 | $15,759-98.8% | $14,398-98.6% | $14,365-98.6% |