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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 | $397,355 | $213,785+85.9% | $185,441+114.3% | $155,188+156.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 11.52% | 19.97%-8.4pp | 20.16%-8.6pp | 148.84%-137.3pp |
| Employer contribution / active EE | $11,902 | $5,393+120.7% | $4,672+154.7% | $4,248+180.2% |
| Participant deferral / active EE | $13,302 | $6,864+93.8% | $6,152+116.2% | $6,531+103.7% |
| Admin fee / account holder | $104 | $21,134-99.5% | $17,890-99.4% | $14,480-99.3% |