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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 | $766,338 | $124,330+516.4% | $109,173+601.9% | $167,536+357.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 26.01% | 26.04%0pp | 25.75%+0.3pp | 478.82%-452.8pp |
| Employer contribution / active EE | $19,562 | $4,209+364.8% | $3,723+425.5% | $4,839+304.3% |
| Participant deferral / active EE | $24,700 | $5,256+369.9% | $4,654+430.7% | $6,342+289.5% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |