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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 | $281,386 | $167,415+68.1% | $140,514+100.3% | $198,609+41.7% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 19.89% | 13.85%+6.0pp | 14.36%+5.5pp | 202.70%-182.8pp |
| Employer contribution / active EE | $14,701 | $4,088+259.7% | $3,378+335.2% | $5,055+190.8% |
| Participant deferral / active EE | $9,201 | $5,579+64.9% | $4,919+87.1% | $6,977+31.9% |
| Admin fee / account holder | $52 | $16,730-99.7% | $13,697-99.6% | $19,030-99.7% |