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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 | $255,346 | $156,398+63.3% | $147,318+73.3% | $138,895+83.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.07% | 78.75%-62.7pp | 70.43%-54.4pp | 145.39%-129.3pp |
| Employer contribution / active EE | $2,326 | $4,853-52.1% | $4,593-49.4% | $4,194-44.5% |
| Participant deferral / active EE | $6,626 | $8,237-19.6% | $7,906-16.2% | $6,396+3.6% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |