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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 | $369,093 | $136,860+169.7% | $120,344+206.7% | $154,746+138.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 17.27% | 21.38%-4.1pp | 20.30%-3.0pp | 172.34%-155.1pp |
| Employer contribution / active EE | $27,417 | $3,533+676.0% | $3,020+807.8% | $4,379+526.1% |
| Participant deferral / active EE | $21,375 | $5,793+269.0% | $5,135+316.3% | $6,730+217.6% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |