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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 | $545,013 | $167,533+225.3% | $151,645+259.4% | $134,545+305.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 47.71% | 7.81%+39.9pp | 3.34%+44.4pp | 418.37%-370.7pp |
| Employer contribution / active EE | $15,139 | $6,828+121.7% | $6,165+145.5% | $4,742+219.3% |
| Participant deferral / active EE | $14,348 | $8,985+59.7% | $8,363+71.6% | $6,401+124.1% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |