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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 | $136,860+105.6% | $120,344+133.8% | $154,746+81.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 19.89% | 21.38%-1.5pp | 20.30%-0.4pp | 172.34%-152.4pp |
| Employer contribution / active EE | $14,701 | $3,533+316.1% | $3,020+386.8% | $4,379+235.7% |
| Participant deferral / active EE | $9,201 | $5,793+58.8% | $5,135+79.2% | $6,730+36.7% |
| Admin fee / account holder | $52 | $15,393-99.7% | $12,742-99.6% | $14,365-99.6% |