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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 | $584,273 | $118,488+393.1% | $98,462+493.4% | $139,487+318.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.97% | 18.96%0pp | 21.17%-2.2pp | 373.84%-354.9pp |
| Employer contribution / active EE | $2,595 | $3,611-28.1% | $3,049-14.9% | $4,755-45.4% |
| Participant deferral / active EE | $18,940 | $5,393+251.2% | $4,738+299.7% | $6,713+182.2% |
| Admin fee / account holder | $0 | $13,868-100.0% | $8,875-100.0% | $11,407-100.0% |