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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 | $299,264 | $201,370+48.6% | $184,256+62.4% | $145,897+105.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.67% | 29.05%-15.4pp | 28.85%-15.2pp | 552.29%-538.6pp |
| Employer contribution / active EE | $7,074 | $7,024+0.7% | $6,427+10.1% | $4,663+51.7% |
| Participant deferral / active EE | $20,666 | $9,808+110.7% | $9,133+126.3% | $6,689+208.9% |
| Admin fee / account holder | $102 | $16,364-99.4% | $13,899-99.3% | $13,390-99.2% |