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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 | $365,448 | $199,109+83.5% | $173,730+110.4% | $154,746+136.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.81% | 20.02%-4.2pp | 19.96%-4.1pp | 172.34%-156.5pp |
| Employer contribution / active EE | $26,231 | $5,311+393.9% | $4,577+473.1% | $4,379+499.0% |
| Participant deferral / active EE | $12,663 | $7,113+78.0% | $6,326+100.2% | $6,730+88.1% |
| Admin fee / account holder | $40 | $20,916-99.8% | $17,523-99.8% | $14,365-99.7% |