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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 | $327,610 | $178,174+83.9% | $156,181+109.8% | $137,256+138.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.78% | 84.19%-64.4pp | 64.87%-45.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $19,086 | $4,972+283.9% | $4,294+344.5% | $4,156+359.2% |
| Participant deferral / active EE | $15,187 | $6,888+120.5% | $6,132+147.7% | $6,407+137.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |