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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 | $906,453 | $254,759+255.8% | $216,567+318.6% | $198,609+356.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 27.62% | 10.04%+17.6pp | 12.94%+14.7pp | 202.70%-175.1pp |
| Employer contribution / active EE | $4,136 | $6,096-32.2% | $5,216-20.7% | $5,055-18.2% |
| Participant deferral / active EE | $25,260 | $6,948+263.6% | $6,191+308.0% | $6,977+262.1% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |