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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 | $371,184 | $156,398+137.3% | $147,318+152.0% | $138,895+167.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.00% | 78.75%-63.7pp | 70.43%-55.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $4,212 | $4,853-13.2% | $4,593-8.3% | $4,194+0.4% |
| Participant deferral / active EE | $13,182 | $8,237+60.0% | $7,906+66.7% | $6,396+106.1% |
| Admin fee / account holder | $22 | $14,976-99.9% | $13,708-99.8% | $12,562-99.8% |