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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 | $937,825 | $181,062+418.0% | $158,223+492.7% | $155,188+504.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.02% | 57.39%-43.4pp | 52.09%-38.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $5,000 | $4,565+9.5% | $4,109+21.7% | $4,248+17.7% |
| Participant deferral / active EE | $10,512 | $6,134+71.4% | $5,467+92.3% | $6,531+61.0% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |