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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 | $557,737 | $135,905+310.4% | $126,068+342.4% | $198,609+180.8% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 42.36% | 14.07%+28.3pp | 15.01%+27.4pp | 202.70%-160.3pp |
| Employer contribution / active EE | $34,609 | $4,245+715.2% | $3,968+772.2% | $5,055+584.6% |
| Participant deferral / active EE | $21,975 | $8,523+157.8% | $8,214+167.5% | $6,977+215.0% |
| Admin fee / account holder | $0 | $21,036-100.0% | $18,264-100.0% | $19,030-100.0% |