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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 | $287,154 | $172,111+66.8% | $150,298+91.1% | $137,256+109.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.02% | 69.37%-55.4pp | 62.79%-48.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $24,947 | $4,636+438.1% | $4,154+500.5% | $4,156+500.3% |
| Participant deferral / active EE | $18,767 | $6,166+204.4% | $5,453+244.2% | $6,407+192.9% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |