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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 | $352,523 | $199,109+77.1% | $173,730+102.9% | $154,746+127.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 16.37% | 20.02%-3.7pp | 19.96%-3.6pp | 172.34%-156.0pp |
| Employer contribution / active EE | $26,977 | $5,311+407.9% | $4,577+489.3% | $4,379+516.0% |
| Participant deferral / active EE | $13,720 | $7,113+92.9% | $6,326+116.9% | $6,730+103.9% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |