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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 | $357,352 | $156,616+128.2% | $133,346+168.0% | $198,609+79.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 19.98% | 44.25%-24.3pp | 36.85%-16.9pp | 202.70%-182.7pp |
| Employer contribution / active EE | $2,951 | $3,368-12.4% | $2,853+3.4% | $5,055-41.6% |
| Participant deferral / active EE | $12,406 | $4,920+152.2% | $4,332+186.4% | $6,977+77.8% |
| Admin fee / account holder | $93 | $17,468-99.5% | $14,264-99.3% | $19,030-99.5% |