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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 | $184,014+70.0% | $161,149+94.1% | $138,895+125.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 17.47% | 21.52%-4.0pp | 21.16%-3.7pp | 145.39%-127.9pp |
| Employer contribution / active EE | $14,059 | $5,055+178.1% | $4,360+222.5% | $4,194+235.2% |
| Participant deferral / active EE | $7,743 | $6,909+12.1% | $6,153+25.8% | $6,396+21.1% |
| Admin fee / account holder | $225 | $18,027-98.8% | $15,194-98.5% | $12,562-98.2% |