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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 | $281,770 | $155,555+81.1% | $146,866+91.9% | $155,188+81.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.26% | 115.41%-98.2pp | 102.85%-85.6pp | 148.84%-131.6pp |
| Employer contribution / active EE | $4,435 | $4,647-4.6% | $4,425+0.2% | $4,248+4.4% |
| Participant deferral / active EE | $11,698 | $8,044+45.4% | $7,759+50.8% | $6,531+79.1% |
| Admin fee / account holder | $10 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |