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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 | $269,926 | $110,410+144.5% | $102,437+163.5% | $145,897+85.0% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 19.64% | 24.85%-5.2pp | 24.95%-5.3pp | 552.29%-532.6pp |
| Employer contribution / active EE | $14,554 | $4,217+245.1% | $3,871+276.0% | $4,663+212.2% |
| Participant deferral / active EE | $13,215 | $5,622+135.1% | $5,060+161.2% | $6,689+97.5% |
| Admin fee / account holder | $10 | $9,745-99.9% | $8,388-99.9% | $13,390-99.9% |