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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 | $380,766 | $201,264+89.2% | $184,185+106.7% | $145,978+160.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.54% | 29.00%-9.5pp | 28.81%-9.3pp | 550.52%-531.0pp |
| Employer contribution / active EE | $3,560 | $7,021-49.3% | $6,426-44.6% | $4,662-23.6% |
| Participant deferral / active EE | $17,833 | $9,806+81.9% | $9,132+95.3% | $6,690+166.6% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |