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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 | $290,184 | $172,111+68.6% | $150,298+93.1% | $137,256+111.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.23% | 69.37%-46.1pp | 62.79%-39.6pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,729 | $4,636-62.7% | $4,154-58.4% | $4,156-58.4% |
| Participant deferral / active EE | $8,098 | $6,166+31.3% | $5,453+48.5% | $6,407+26.4% |
| Admin fee / account holder | $14 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |