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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 | $391,151 | $162,136+141.2% | $152,301+156.8% | $154,746+152.8% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 20.04% | 91.02%-71.0pp | 80.50%-60.5pp | 172.34%-152.3pp |
| Employer contribution / active EE | $16,825 | $4,890+244.1% | $4,624+263.8% | $4,379+284.2% |
| Participant deferral / active EE | $16,304 | $8,341+95.5% | $8,004+103.7% | $6,730+142.2% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |