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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 | $675,009 | $212,777+217.2% | $173,703+288.6% | $198,609+239.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 17.58% | 18.82%-1.2pp | 17.46%+0.1pp | 202.70%-185.1pp |
| Employer contribution / active EE | $17,375 | $5,214+233.3% | $4,288+305.2% | $5,055+243.7% |
| Participant deferral / active EE | $23,250 | $5,697+308.1% | $4,854+379.0% | $6,977+233.2% |
| Admin fee / account holder | $0 | $19,536-100.0% | $15,562-100.0% | $19,030-100.0% |