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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 | $280,734 | $181,062+55.0% | $158,223+77.4% | $155,188+80.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.29% | 57.39%-39.1pp | 52.09%-33.8pp | 148.84%-130.6pp |
| Employer contribution / active EE | $9,476 | $4,565+107.6% | $4,109+130.6% | $4,248+123.1% |
| Participant deferral / active EE | $17,434 | $6,134+184.2% | $5,467+218.9% | $6,531+166.9% |
| Admin fee / account holder | $134 | $18,825-99.3% | $16,047-99.2% | $14,480-99.1% |