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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 | $268,198 | $211,288+26.9% | $178,540+50.2% | $145,884+83.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.86% | 30.27%-16.4pp | 27.15%-13.3pp | 551.85%-538.0pp |
| Employer contribution / active EE | $3,290 | $4,574-28.1% | $3,953-16.8% | $4,662-29.4% |
| Participant deferral / active EE | $19,052 | $6,967+173.5% | $6,281+203.3% | $6,690+184.8% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |