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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 | $279,154 | $197,625+41.3% | $177,840+57.0% | $158,966+75.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 54.38% | 58.76%-4.4pp | 48.32%+6.1pp | 302.95%-248.6pp |
| Employer contribution / active EE | $6,663 | $6,698-0.5% | $5,919+12.6% | $4,762+39.9% |
| Participant deferral / active EE | $14,070 | $8,405+67.4% | $7,714+82.4% | $5,983+135.2% |
| Admin fee / account holder | $151 | $15,405-99.0% | $12,431-98.8% | $11,250-98.7% |