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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 | $281,249 | $201,370+39.7% | $184,256+52.6% | $145,897+92.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.03% | 29.05%-12.0pp | 28.85%-11.8pp | 552.29%-535.3pp |
| Employer contribution / active EE | $14,542 | $7,024+107.0% | $6,427+126.3% | $4,663+211.9% |
| Participant deferral / active EE | $19,181 | $9,808+95.6% | $9,133+110.0% | $6,689+186.7% |
| Admin fee / account holder | $2 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |