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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 | $306,026 | $182,442+67.7% | $163,379+87.3% | $138,895+120.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 18.65% | 72.74%-54.1pp | 63.41%-44.8pp | 145.39%-126.7pp |
| Employer contribution / active EE | $3,822 | $4,159-8.1% | $3,752+1.9% | $4,194-8.9% |
| Participant deferral / active EE | $15,114 | $6,817+121.7% | $6,282+140.6% | $6,396+136.3% |
| Admin fee / account holder | $52 | $10,396-99.5% | $9,818-99.5% | $12,562-99.6% |