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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 | $278,874 | $172,111+62.0% | $150,298+85.5% | $137,256+103.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.22% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $9,726 | $4,636+109.8% | $4,154+134.1% | $4,156+134.0% |
| Participant deferral / active EE | $16,822 | $6,166+172.8% | $5,453+208.5% | $6,407+162.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |