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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 | $268,269 | $165,381+62.2% | $149,730+79.2% | $158,966+68.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 36.40% | 348.29%-311.9pp | 276.70%-240.3pp | 302.95%-266.6pp |
| Employer contribution / active EE | $1,792 | $5,104-64.9% | $4,645-61.4% | $4,762-62.4% |
| Participant deferral / active EE | $3,920 | $7,182-45.4% | $6,843-42.7% | $5,983-34.5% |
| Admin fee / account holder | $232 | $10,809-97.9% | $9,310-97.5% | $11,250-97.9% |