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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 | $357,660 | $201,372+77.6% | $184,260+94.1% | $145,884+145.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.25% | 29.04%-12.8pp | 28.84%-12.6pp | 551.85%-535.6pp |
| Employer contribution / active EE | $5,991 | $7,024-14.7% | $6,427-6.8% | $4,662+28.5% |
| Participant deferral / active EE | $20,498 | $9,808+109.0% | $9,133+124.4% | $6,690+206.4% |
| Admin fee / account holder | $285 | $16,362-98.3% | $13,898-97.9% | $13,392-97.9% |