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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 | $328,200 | $212,386+54.5% | $199,883+64.2% | $138,895+136.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.55% | 47.75%-29.2pp | 43.81%-25.3pp | 145.39%-126.8pp |
| Employer contribution / active EE | $21,426 | $6,625+223.4% | $6,261+242.2% | $4,194+410.9% |
| Participant deferral / active EE | $15,483 | $9,617+61.0% | $9,138+69.4% | $6,396+142.1% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |