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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 | $712,412 | $201,372+253.8% | $184,260+286.6% | $145,884+388.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.37% | 29.04%-1.7pp | 28.84%-1.5pp | 551.85%-524.5pp |
| Employer contribution / active EE | $29,739 | $7,024+323.4% | $6,427+362.7% | $4,662+537.9% |
| Participant deferral / active EE | $24,950 | $9,808+154.4% | $9,133+173.2% | $6,690+273.0% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |