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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 | $532,808 | $275,752+93.2% | $256,809+107.5% | $198,609+168.3% |
| Participation rate | 88.9% | 89.2%-0.3pp | 88.5%+0.4pp | 82.4%+6.5pp |
| Annual return | 19.23% | 34.81%-15.6pp | 32.73%-13.5pp | 202.70%-183.5pp |
| Employer contribution / active EE | $16,150 | $7,721+109.2% | $7,263+122.4% | $5,055+219.5% |
| Participant deferral / active EE | $16,249 | $10,037+61.9% | $9,520+70.7% | $6,977+132.9% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |