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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 | $296,317 | $209,336+41.6% | $197,124+50.3% | $137,256+115.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 28.03% | 48.09%-20.1pp | 44.34%-16.3pp | 220.34%-192.3pp |
| Employer contribution / active EE | $43,688 | $6,591+562.9% | $6,227+601.5% | $4,156+951.2% |
| Participant deferral / active EE | $26,313 | $9,614+173.7% | $9,135+188.1% | $6,407+310.7% |
| Admin fee / account holder | $168 | $17,308-99.0% | $16,298-99.0% | $12,270-98.6% |