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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 | $305,274 | $185,905+64.2% | $170,057+79.5% | $139,487+118.9% |
| Participation rate | 81.8% | 87.8%-5.9pp | 87.0%-5.2pp | 80.3%+1.5pp |
| Annual return | 24.11% | 60.56%-36.5pp | 53.42%-29.3pp | 373.84%-349.7pp |
| Employer contribution / active EE | $15,209 | $7,597+100.2% | $6,790+124.0% | $4,755+219.9% |
| Participant deferral / active EE | $48,250 | $11,627+315.0% | $10,411+363.5% | $6,713+618.8% |
| Admin fee / account holder | $17 | $15,397-99.9% | $12,826-99.9% | $11,407-99.9% |