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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 | $624,666 | $184,014+239.5% | $161,149+287.6% | $138,895+349.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 23.36% | 21.52%+1.8pp | 21.16%+2.2pp | 145.39%-122.0pp |
| Employer contribution / active EE | $33,854 | $5,055+569.7% | $4,360+676.5% | $4,194+707.2% |
| Participant deferral / active EE | $13,602 | $6,909+96.9% | $6,153+121.1% | $6,396+112.7% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |