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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 | $312,264 | $201,372+55.1% | $184,260+69.5% | $145,884+114.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.63% | 29.04%-17.4pp | 28.84%-17.2pp | 551.85%-540.2pp |
| Employer contribution / active EE | $25,775 | $7,024+267.0% | $6,427+301.0% | $4,662+452.8% |
| Participant deferral / active EE | $26,343 | $9,808+168.6% | $9,133+188.4% | $6,690+293.8% |
| Admin fee / account holder | $10 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |