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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 | $291,388 | $197,625+47.4% | $177,840+63.8% | $158,966+83.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.66% | 58.76%-37.1pp | 48.32%-26.7pp | 302.95%-281.3pp |
| Employer contribution / active EE | $9,994 | $6,698+49.2% | $5,919+68.9% | $4,762+109.8% |
| Participant deferral / active EE | $8,109 | $8,405-3.5% | $7,714+5.1% | $5,983+35.5% |
| Admin fee / account holder | $162 | $15,405-98.9% | $12,431-98.7% | $11,250-98.6% |