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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 | $393,506 | $199,109+97.6% | $173,730+126.5% | $154,746+154.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 10.91% | 20.02%-9.1pp | 19.96%-9.0pp | 172.34%-161.4pp |
| Employer contribution / active EE | $38,169 | $5,311+618.6% | $4,577+733.9% | $4,379+771.6% |
| Participant deferral / active EE | $32,875 | $7,113+362.2% | $6,326+419.6% | $6,730+388.5% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |