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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 | $453,022 | $201,344+125.0% | $184,243+145.9% | $145,877+210.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.16% | 29.01%-10.9pp | 28.82%-10.7pp | 551.28%-533.1pp |
| Employer contribution / active EE | $3,012 | $7,022-57.1% | $6,427-53.1% | $4,663-35.4% |
| Participant deferral / active EE | $17,388 | $9,807+77.3% | $9,132+90.4% | $6,691+159.9% |
| Admin fee / account holder | $33 | $16,382-99.8% | $13,914-99.8% | $13,402-99.8% |