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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 | $413,426 | $201,370+105.3% | $184,256+124.4% | $145,897+183.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.83% | 29.05%-17.2pp | 28.85%-17.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $4,129 | $7,024-41.2% | $6,427-35.8% | $4,663-11.4% |
| Participant deferral / active EE | $13,280 | $9,808+35.4% | $9,133+45.4% | $6,689+98.5% |
| Admin fee / account holder | $141 | $16,364-99.1% | $13,899-99.0% | $13,390-98.9% |