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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 | $322,788 | $201,370+60.3% | $184,256+75.2% | $145,897+121.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.23% | 29.05%-16.8pp | 28.85%-16.6pp | 552.29%-540.1pp |
| Employer contribution / active EE | $19,825 | $7,024+182.3% | $6,427+208.5% | $4,663+325.2% |
| Participant deferral / active EE | $15,595 | $9,808+59.0% | $9,133+70.8% | $6,689+133.1% |
| Admin fee / account holder | $110 | $16,364-99.3% | $13,899-99.2% | $13,390-99.2% |