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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 | $294,665 | $201,344+46.3% | $184,243+59.9% | $145,877+102.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.44% | 29.01%+1.4pp | 28.82%+1.6pp | 551.28%-520.8pp |
| Employer contribution / active EE | $19,404 | $7,022+176.3% | $6,427+201.9% | $4,663+316.1% |
| Participant deferral / active EE | $22,698 | $9,807+131.5% | $9,132+148.5% | $6,691+239.3% |
| Admin fee / account holder | $38 | $16,382-99.8% | $13,914-99.7% | $13,402-99.7% |