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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 | $308,491 | $201,370+53.2% | $184,256+67.4% | $145,897+111.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.55% | 29.05%-14.5pp | 28.85%-14.3pp | 552.29%-537.7pp |
| Employer contribution / active EE | $19,325 | $7,024+175.1% | $6,427+200.7% | $4,663+314.5% |
| Participant deferral / active EE | $10,567 | $9,808+7.7% | $9,133+15.7% | $6,689+58.0% |
| Admin fee / account holder | $139 | $16,364-99.1% | $13,899-99.0% | $13,390-99.0% |