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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 | $570,689 | $184,014+210.1% | $161,149+254.1% | $138,895+310.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 39.83% | 21.52%+18.3pp | 21.16%+18.7pp | 145.39%-105.6pp |
| Employer contribution / active EE | $20,512 | $5,055+305.8% | $4,360+370.4% | $4,194+389.1% |
| Participant deferral / active EE | $15,500 | $6,909+124.3% | $6,153+151.9% | $6,396+142.3% |
| Admin fee / account holder | $60 | $18,027-99.7% | $15,194-99.6% | $12,562-99.5% |