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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 | $294,732 | $165,399+78.2% | $149,745+96.8% | $158,982+85.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.02% | 348.34%-332.3pp | 276.72%-260.7pp | 302.99%-287.0pp |
| Employer contribution / active EE | $3,569 | $5,105-30.1% | $4,646-23.2% | $4,763-25.1% |
| Participant deferral / active EE | $7,524 | $7,183+4.8% | $6,843+10.0% | $5,983+25.7% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |