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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 | $312,840 | $178,174+75.6% | $156,181+100.3% | $137,256+127.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.47% | 84.19%-66.7pp | 64.87%-47.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $14,059 | $4,972+182.8% | $4,294+227.4% | $4,156+238.3% |
| Participant deferral / active EE | $7,743 | $6,888+12.4% | $6,132+26.3% | $6,407+20.9% |
| Admin fee / account holder | $225 | $17,404-98.7% | $14,586-98.5% | $12,270-98.2% |