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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 | $588,438 | $209,336+181.1% | $197,124+198.5% | $137,256+328.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 25.79% | 48.09%-22.3pp | 44.34%-18.6pp | 220.34%-194.5pp |
| Employer contribution / active EE | $14,537 | $6,591+120.6% | $6,227+133.4% | $4,156+249.8% |
| Participant deferral / active EE | $10,980 | $9,614+14.2% | $9,135+20.2% | $6,407+71.4% |
| Admin fee / account holder | $1 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |