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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 | $263,016 | $172,111+52.8% | $150,298+75.0% | $137,256+91.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.55% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $11,147 | $4,636+140.4% | $4,154+168.3% | $4,156+168.2% |
| Participant deferral / active EE | $8,349 | $6,166+35.4% | $5,453+53.1% | $6,407+30.3% |
| Admin fee / account holder | $180 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |