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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 | $571,940 | $184,014+210.8% | $161,149+254.9% | $138,895+311.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 13.99% | 21.52%-7.5pp | 21.16%-7.2pp | 145.39%-131.4pp |
| Employer contribution / active EE | $17,342 | $5,055+243.0% | $4,360+297.7% | $4,194+313.5% |
| Participant deferral / active EE | $21,800 | $6,909+215.5% | $6,153+254.3% | $6,396+240.8% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |