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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 | $312,567 | $196,972+58.7% | $182,262+71.5% | $198,609+57.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 11.39% | 158.27%-146.9pp | 140.60%-129.2pp | 202.70%-191.3pp |
| Employer contribution / active EE | $3,085 | $5,364-42.5% | $5,046-38.9% | $5,055-39.0% |
| Participant deferral / active EE | $9,833 | $8,643+13.8% | $8,276+18.8% | $6,977+40.9% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |