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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 | $290,709 | $154,228+88.5% | $145,433+99.9% | $137,256+111.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.43% | 74.59%-58.2pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $5,512 | $4,804+14.7% | $4,554+21.0% | $4,156+32.6% |
| Participant deferral / active EE | $14,423 | $8,216+75.5% | $7,897+82.6% | $6,407+125.1% |
| Admin fee / account holder | $146 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |