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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 | $254,309 | $166,089+53.1% | $164,928+54.2% | $145,978+74.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.02% | 100.26%-79.2pp | 70.08%-49.1pp | 550.52%-529.5pp |
| Employer contribution / active EE | $1,485 | $5,276-71.9% | $4,343-65.8% | $4,662-68.1% |
| Participant deferral / active EE | $26,750 | $6,961+284.3% | $6,034+343.4% | $6,690+299.9% |
| Admin fee / account holder | $39 | $16,641-99.8% | $12,684-99.7% | $13,400-99.7% |