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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 | $289,932 | $174,379+66.3% | $152,093+90.6% | $138,895+108.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.21% | 74.86%-61.7pp | 66.36%-53.2pp | 145.39%-132.2pp |
| Employer contribution / active EE | $3,713 | $4,652-20.2% | $4,175-11.1% | $4,194-11.5% |
| Participant deferral / active EE | $10,648 | $6,159+72.9% | $5,451+95.3% | $6,396+66.5% |
| Admin fee / account holder | $16 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |