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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 | $346,658 | $196,972+76.0% | $182,262+90.2% | $198,609+74.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.00% | 158.27%-144.3pp | 140.60%-126.6pp | 202.70%-188.7pp |
| Employer contribution / active EE | $4,707 | $5,364-12.2% | $5,046-6.7% | $5,055-6.9% |
| Participant deferral / active EE | $22,765 | $8,643+163.4% | $8,276+175.1% | $6,977+226.3% |
| Admin fee / account holder | $150 | $18,429-99.2% | $16,712-99.1% | $19,030-99.2% |