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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 | $293,559 | $156,398+87.7% | $147,318+99.3% | $138,895+111.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.72% | 78.75%-65.0pp | 70.43%-56.7pp | 145.39%-131.7pp |
| Employer contribution / active EE | $2,209 | $4,853-54.5% | $4,593-51.9% | $4,194-47.3% |
| Participant deferral / active EE | $6,213 | $8,237-24.6% | $7,906-21.4% | $6,396-2.9% |
| Admin fee / account holder | $228 | $14,976-98.5% | $13,708-98.3% | $12,562-98.2% |