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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 | $276,956 | $154,228+79.6% | $145,433+90.4% | $137,256+101.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.26% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,296 | $4,804-73.0% | $4,554-71.6% | $4,156-68.8% |
| Participant deferral / active EE | $2,938 | $8,216-64.2% | $7,897-62.8% | $6,407-54.1% |
| Admin fee / account holder | $143 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |