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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 | $201,264+79.7% | $184,185+96.4% | $145,978+147.8% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 32.09% | 29.00%+3.1pp | 28.81%+3.3pp | 550.52%-518.4pp |
| Employer contribution / active EE | $16,482 | $7,021+134.8% | $6,426+156.5% | $4,662+253.5% |
| Participant deferral / active EE | $11,292 | $9,806+15.1% | $9,132+23.6% | $6,690+68.8% |
| Admin fee / account holder | $2 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |