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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 | $369,079 | $201,259+83.4% | $184,200+100.4% | $145,959+152.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.91% | 28.98%-14.1pp | 28.80%-13.9pp | 561.95%-547.0pp |
| Employer contribution / active EE | $16,108 | $7,018+129.5% | $6,424+150.8% | $4,661+245.6% |
| Participant deferral / active EE | $14,881 | $9,806+51.7% | $9,132+62.9% | $6,689+122.5% |
| Admin fee / account holder | $227 | $16,372-98.6% | $13,907-98.4% | $13,398-98.3% |