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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 | $283,542 | $110,337+157.0% | $102,383+176.9% | $145,877+94.4% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 18.06% | 24.83%-6.8pp | 24.94%-6.9pp | 551.28%-533.2pp |
| Employer contribution / active EE | $14,669 | $4,216+247.9% | $3,870+279.0% | $4,663+214.6% |
| Participant deferral / active EE | $13,616 | $5,621+142.2% | $5,060+169.1% | $6,691+103.5% |
| Admin fee / account holder | $28 | $9,750-99.7% | $8,391-99.7% | $13,402-99.8% |