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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 | $313,941 | $213,785+46.8% | $185,441+69.3% | $155,188+102.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 12.29% | 19.97%-7.7pp | 20.16%-7.9pp | 148.84%-136.6pp |
| Employer contribution / active EE | $8,397 | $5,393+55.7% | $4,672+79.7% | $4,248+97.7% |
| Participant deferral / active EE | $3,872 | $6,864-43.6% | $6,152-37.1% | $6,531-40.7% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |