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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 | $252,384 | $212,386+18.8% | $199,883+26.3% | $138,895+81.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.54% | 47.75%-32.2pp | 43.81%-28.3pp | 145.39%-129.9pp |
| Employer contribution / active EE | $3,124 | $6,625-52.8% | $6,261-50.1% | $4,194-25.5% |
| Participant deferral / active EE | $8,666 | $9,617-9.9% | $9,138-5.2% | $6,396+35.5% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |