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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 | $251,716 | $209,336+20.2% | $197,124+27.7% | $137,256+83.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.09% | 48.09%-34.0pp | 44.34%-30.3pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,615 | $6,591-60.3% | $6,227-58.0% | $4,156-37.1% |
| Participant deferral / active EE | $20,874 | $9,614+117.1% | $9,135+128.5% | $6,407+225.8% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |