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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 | $613,357 | $275,752+122.4% | $256,809+138.8% | $198,609+208.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 14.18% | 34.81%-20.6pp | 32.73%-18.5pp | 202.70%-188.5pp |
| Employer contribution / active EE | $10,395 | $7,721+34.6% | $7,263+43.1% | $5,055+105.6% |
| Participant deferral / active EE | $20,940 | $10,037+108.6% | $9,520+120.0% | $6,977+200.1% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |