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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 | $250,540 | $154,228+62.4% | $145,433+72.3% | $137,256+82.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.60% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $12,365 | $4,804+157.4% | $4,554+171.5% | $4,156+197.5% |
| Participant deferral / active EE | $6,180 | $8,216-24.8% | $7,897-21.7% | $6,407-3.5% |
| Admin fee / account holder | $67 | $14,344-99.5% | $13,129-99.5% | $12,270-99.5% |