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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 | $177,156+281.0% | $147,027+359.1% | $154,746+336.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 17.58% | 21.94%-4.4pp | 20.23%-2.7pp | 172.34%-154.8pp |
| Employer contribution / active EE | $17,375 | $4,336+300.7% | $3,626+379.2% | $4,379+296.8% |
| Participant deferral / active EE | $23,250 | $5,797+301.1% | $4,933+371.3% | $6,730+245.5% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |