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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 | $319,677 | $209,336+52.7% | $197,124+62.2% | $137,256+132.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.20% | 48.09%-31.9pp | 44.34%-28.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $29,180 | $6,591+342.7% | $6,227+368.6% | $4,156+602.1% |
| Participant deferral / active EE | $18,031 | $9,614+87.5% | $9,135+97.4% | $6,407+181.4% |
| Admin fee / account holder | $56 | $17,308-99.7% | $16,298-99.7% | $12,270-99.5% |