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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 | $357,345 | $201,372+77.5% | $184,260+93.9% | $145,884+145.0% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 15.28% | 29.04%-13.8pp | 28.84%-13.6pp | 551.85%-536.6pp |
| Employer contribution / active EE | $16,326 | $7,024+132.4% | $6,427+154.0% | $4,662+250.2% |
| Participant deferral / active EE | $16,769 | $9,808+71.0% | $9,133+83.6% | $6,690+150.7% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |