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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 | $181,062+124.3% | $158,223+156.7% | $155,188+161.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.94% | 57.39%-40.4pp | 52.09%-35.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $4,217 | $4,565-7.6% | $4,109+2.6% | $4,248-0.7% |
| Participant deferral / active EE | $11,250 | $6,134+83.4% | $5,467+105.8% | $6,531+72.3% |
| Admin fee / account holder | $240 | $18,825-98.7% | $16,047-98.5% | $14,480-98.3% |