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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 | $980,136 | $201,344+386.8% | $184,243+432.0% | $145,877+571.9% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 11.55% | 29.01%-17.5pp | 28.82%-17.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $21,765 | $7,022+209.9% | $6,427+238.7% | $4,663+366.8% |
| Participant deferral / active EE | $15,329 | $9,807+56.3% | $9,132+67.8% | $6,691+129.1% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |