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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 | $304,697 | $201,372+51.3% | $184,260+65.4% | $145,884+108.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.67% | 29.04%-12.4pp | 28.84%-12.2pp | 551.85%-535.2pp |
| Employer contribution / active EE | $7,011 | $7,024-0.2% | $6,427+9.1% | $4,662+50.4% |
| Participant deferral / active EE | $19,004 | $9,808+93.8% | $9,133+108.1% | $6,690+184.1% |
| Admin fee / account holder | $176 | $16,362-98.9% | $13,898-98.7% | $13,392-98.7% |