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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 | $712,228 | $215,361+230.7% | $171,082+316.3% | $273,972+160.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.30% | 25.14%-16.8pp | 32.56%-24.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $19,761 | $4,967+297.9% | $4,002+393.8% | $4,869+305.9% |
| Participant deferral / active EE | $14,540 | $5,543+162.3% | $4,797+203.1% | $5,287+175.0% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |