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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 | $437,438 | $201,370+117.2% | $184,256+137.4% | $145,897+199.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 31.93% | 29.05%+2.9pp | 28.85%+3.1pp | 552.29%-520.4pp |
| Employer contribution / active EE | $16,118 | $7,024+129.5% | $6,427+150.8% | $4,663+245.7% |
| Participant deferral / active EE | $10,118 | $9,808+3.2% | $9,133+10.8% | $6,689+51.3% |
| Admin fee / account holder | $94 | $16,364-99.4% | $13,899-99.3% | $13,390-99.3% |