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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 | $276,000 | $201,372+37.1% | $184,260+49.8% | $145,884+89.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.61% | 29.04%-18.4pp | 28.84%-18.2pp | 551.85%-541.2pp |
| Employer contribution / active EE | $10,766 | $7,024+53.3% | $6,427+67.5% | $4,662+130.9% |
| Participant deferral / active EE | $6,597 | $9,808-32.7% | $9,133-27.8% | $6,690-1.4% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |