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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 | $571,335 | $201,344+183.8% | $184,243+210.1% | $145,877+291.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.91% | 29.01%-12.1pp | 28.82%-11.9pp | 551.28%-534.4pp |
| Employer contribution / active EE | $10,916 | $7,022+55.4% | $6,427+69.8% | $4,663+134.1% |
| Participant deferral / active EE | $18,213 | $9,807+85.7% | $9,132+99.4% | $6,691+172.2% |
| Admin fee / account holder | $21 | $16,382-99.9% | $13,914-99.8% | $13,402-99.8% |