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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 | $346,443 | $201,259+72.1% | $184,200+88.1% | $145,959+137.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.47% | 28.98%-14.5pp | 28.80%-14.3pp | 561.95%-547.5pp |
| Employer contribution / active EE | $15,435 | $7,018+119.9% | $6,424+140.3% | $4,661+231.2% |
| Participant deferral / active EE | $13,629 | $9,806+39.0% | $9,132+49.2% | $6,689+103.8% |
| Admin fee / account holder | $143 | $16,372-99.1% | $13,907-99.0% | $13,398-98.9% |