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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 | $669,865 | $201,344+232.7% | $184,243+263.6% | $145,877+359.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.52% | 29.01%-12.5pp | 28.82%-12.3pp | 551.28%-534.8pp |
| Employer contribution / active EE | $15,489 | $7,022+120.6% | $6,427+141.0% | $4,663+232.2% |
| Participant deferral / active EE | $13,758 | $9,807+40.3% | $9,132+50.6% | $6,691+105.6% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |