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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 | $376,089 | $212,386+77.1% | $199,883+88.2% | $138,895+170.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.69% | 47.75%-30.1pp | 43.81%-26.1pp | 145.39%-127.7pp |
| Employer contribution / active EE | $2,365 | $6,625-64.3% | $6,261-62.2% | $4,194-43.6% |
| Participant deferral / active EE | $16,898 | $9,617+75.7% | $9,138+84.9% | $6,396+164.2% |
| Admin fee / account holder | $173 | $18,233-99.1% | $17,268-99.0% | $12,562-98.6% |