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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 | $199,109+57.1% | $173,730+80.1% | $154,746+102.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 17.47% | 20.02%-2.5pp | 19.96%-2.5pp | 172.34%-154.9pp |
| Employer contribution / active EE | $14,059 | $5,311+164.7% | $4,577+207.1% | $4,379+221.1% |
| Participant deferral / active EE | $7,743 | $7,113+8.9% | $6,326+22.4% | $6,730+15.1% |
| Admin fee / account holder | $225 | $20,916-98.9% | $17,523-98.7% | $14,365-98.4% |