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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 | $257,809 | $174,379+47.8% | $152,093+69.5% | $138,895+85.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.94% | 74.86%-55.9pp | 66.36%-47.4pp | 145.39%-126.5pp |
| Employer contribution / active EE | $12,650 | $4,652+171.9% | $4,175+203.0% | $4,194+201.6% |
| Participant deferral / active EE | $13,900 | $6,159+125.7% | $5,451+155.0% | $6,396+117.3% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |