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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 | $262,188 | $201,372+30.2% | $184,260+42.3% | $145,884+79.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.53% | 29.04%-17.5pp | 28.84%-17.3pp | 551.85%-540.3pp |
| Employer contribution / active EE | $4,153 | $7,024-40.9% | $6,427-35.4% | $4,662-10.9% |
| Participant deferral / active EE | $12,693 | $9,808+29.4% | $9,133+39.0% | $6,690+89.7% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |