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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 | $254,614 | $167,533+52.0% | $151,645+67.9% | $134,545+89.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 15.76% | 7.81%+7.9pp | 3.34%+12.4pp | 418.37%-402.6pp |
| Employer contribution / active EE | $15,346 | $6,828+124.7% | $6,165+148.9% | $4,742+223.6% |
| Participant deferral / active EE | $14,250 | $8,985+58.6% | $8,363+70.4% | $6,401+122.6% |
| Admin fee / account holder | $67 | $13,781-99.5% | $11,614-99.4% | $11,431-99.4% |