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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 | $292,884 | $178,174+64.4% | $156,181+87.5% | $137,256+113.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.94% | 84.19%-68.2pp | 64.87%-48.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $10,234 | $4,972+105.8% | $4,294+138.3% | $4,156+146.2% |
| Participant deferral / active EE | $6,414 | $6,888-6.9% | $6,132+4.6% | $6,407+0.1% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |