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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 | $312,840 | $254,759+22.8% | $216,567+44.5% | $198,609+57.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 17.47% | 10.04%+7.4pp | 12.94%+4.5pp | 202.70%-185.2pp |
| Employer contribution / active EE | $14,059 | $6,096+130.6% | $5,216+169.6% | $5,055+178.1% |
| Participant deferral / active EE | $7,743 | $6,948+11.4% | $6,191+25.1% | $6,977+11.0% |
| Admin fee / account holder | $225 | $26,311-99.1% | $21,981-99.0% | $19,030-98.8% |