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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 | $293,920 | $156,398+87.9% | $147,318+99.5% | $138,895+111.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.59% | 78.75%-60.2pp | 70.43%-51.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $5,748 | $4,853+18.4% | $4,593+25.2% | $4,194+37.1% |
| Participant deferral / active EE | $10,050 | $8,237+22.0% | $7,906+27.1% | $6,396+57.1% |
| Admin fee / account holder | $128 | $14,976-99.1% | $13,708-99.1% | $12,562-99.0% |