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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 | $328,016 | $212,386+54.4% | $199,883+64.1% | $138,895+136.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 19.39% | 47.75%-28.4pp | 43.81%-24.4pp | 145.39%-126.0pp |
| Employer contribution / active EE | $19,580 | $6,625+195.6% | $6,261+212.7% | $4,194+366.8% |
| Participant deferral / active EE | $17,820 | $9,617+85.3% | $9,138+95.0% | $6,396+178.6% |
| Admin fee / account holder | $10 | $18,233-99.9% | $17,268-99.9% | $12,562-99.9% |