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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 | $556,048 | $275,752+101.6% | $256,809+116.5% | $198,609+180.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 16.96% | 34.81%-17.9pp | 32.73%-15.8pp | 202.70%-185.7pp |
| Employer contribution / active EE | $5,112 | $7,721-33.8% | $7,263-29.6% | $5,055+1.1% |
| Participant deferral / active EE | $12,387 | $10,037+23.4% | $9,520+30.1% | $6,977+77.5% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |