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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 | $924,663 | $165,399+459.0% | $149,745+517.5% | $158,982+481.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 18.35% | 348.34%-330.0pp | 276.72%-258.4pp | 302.99%-284.6pp |
| Employer contribution / active EE | $27,411 | $5,105+437.0% | $4,646+490.0% | $4,763+475.5% |
| Participant deferral / active EE | $7,388 | $7,183+2.9% | $6,843+8.0% | $5,983+23.5% |
| Admin fee / account holder | $21 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |