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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 | $622,781 | $155,555+300.4% | $146,866+324.0% | $155,188+301.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.51% | 115.41%-96.9pp | 102.85%-84.3pp | 148.84%-130.3pp |
| Employer contribution / active EE | $25,598 | $4,647+450.9% | $4,425+478.5% | $4,248+502.6% |
| Participant deferral / active EE | $18,035 | $8,044+124.2% | $7,759+132.4% | $6,531+176.1% |
| Admin fee / account holder | $1 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |