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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 | $472,724 | $275,752+71.4% | $256,809+84.1% | $198,609+138.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 17.13% | 34.81%-17.7pp | 32.73%-15.6pp | 202.70%-185.6pp |
| Employer contribution / active EE | $23,607 | $7,721+205.8% | $7,263+225.0% | $5,055+367.0% |
| Participant deferral / active EE | $14,448 | $10,037+43.9% | $9,520+51.8% | $6,977+107.1% |
| Admin fee / account holder | $32 | $25,716-99.9% | $25,146-99.9% | $19,030-99.8% |