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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 | $273,199 | $201,372+35.7% | $184,260+48.3% | $145,884+87.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 35.80% | 29.04%+6.8pp | 28.84%+7.0pp | 551.85%-516.0pp |
| Employer contribution / active EE | $9,815 | $7,024+39.7% | $6,427+52.7% | $4,662+110.5% |
| Participant deferral / active EE | $13,475 | $9,808+37.4% | $9,133+47.5% | $6,690+101.4% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |