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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 | $293,968 | $165,361+77.8% | $149,715+96.4% | $158,950+84.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.26% | 348.24%-333.0pp | 276.66%-261.4pp | 302.91%-287.6pp |
| Employer contribution / active EE | $7,176 | $5,103+40.6% | $4,645+54.5% | $4,762+50.7% |
| Participant deferral / active EE | $7,368 | $7,182+2.6% | $6,842+7.7% | $5,983+23.2% |
| Admin fee / account holder | $135 | $10,808-98.8% | $9,310-98.5% | $11,248-98.8% |