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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 | $406,210 | $185,312+119.2% | $161,489+151.5% | $154,746+162.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.94% | 103.84%-86.9pp | 89.72%-72.8pp | 172.34%-155.4pp |
| Employer contribution / active EE | $4,217 | $4,769-11.6% | $4,268-1.2% | $4,379-3.7% |
| Participant deferral / active EE | $11,250 | $6,350+77.2% | $5,630+99.8% | $6,730+67.2% |
| Admin fee / account holder | $240 | $18,654-98.7% | $16,006-98.5% | $14,365-98.3% |