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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 | $337,502 | $212,386+58.9% | $199,883+68.8% | $138,895+143.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 23.31% | 47.75%-24.4pp | 43.81%-20.5pp | 145.39%-122.1pp |
| Employer contribution / active EE | $20,179 | $6,625+204.6% | $6,261+222.3% | $4,194+381.1% |
| Participant deferral / active EE | $14,313 | $9,617+48.8% | $9,138+56.6% | $6,396+123.8% |
| Admin fee / account holder | $211 | $18,233-98.8% | $17,268-98.8% | $12,562-98.3% |