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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 | $361,703 | $201,370+79.6% | $184,256+96.3% | $145,897+147.9% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 32.09% | 29.05%+3.0pp | 28.85%+3.2pp | 552.29%-520.2pp |
| Employer contribution / active EE | $16,482 | $7,024+134.7% | $6,427+156.4% | $4,663+253.5% |
| Participant deferral / active EE | $11,292 | $9,808+15.1% | $9,133+23.6% | $6,689+68.8% |
| Admin fee / account holder | $2 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |