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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 | $283,418 | $182,442+55.3% | $163,379+73.5% | $138,895+104.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 14.93% | 72.74%-57.8pp | 63.41%-48.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $5,824 | $4,159+40.0% | $3,752+55.2% | $4,194+38.9% |
| Participant deferral / active EE | $12,591 | $6,817+84.7% | $6,282+100.4% | $6,396+96.8% |
| Admin fee / account holder | $20 | $10,396-99.8% | $9,818-99.8% | $12,562-99.8% |