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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 | $372,948 | $201,370+85.2% | $184,256+102.4% | $145,897+155.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.06% | 29.05%-13.0pp | 28.85%-12.8pp | 552.29%-536.2pp |
| Employer contribution / active EE | $10,572 | $7,024+50.5% | $6,427+64.5% | $4,663+126.7% |
| Participant deferral / active EE | $15,117 | $9,808+54.1% | $9,133+65.5% | $6,689+126.0% |
| Admin fee / account holder | $17 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |