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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 | $371,383 | $223,823+65.9% | $211,142+75.9% | $154,746+140.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.74% | 50.39%-30.7pp | 46.84%-27.1pp | 172.34%-152.6pp |
| Employer contribution / active EE | $3,035 | $6,787-55.3% | $6,442-52.9% | $4,379-30.7% |
| Participant deferral / active EE | $21,857 | $9,750+124.2% | $9,284+135.4% | $6,730+224.7% |
| Admin fee / account holder | $20 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |