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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 | $510,558 | $228,352+123.6% | $185,835+174.7% | $158,966+221.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 44.11% | 40.81%+3.3pp | 35.96%+8.2pp | 302.95%-258.8pp |
| Employer contribution / active EE | $20,000 | $4,967+302.7% | $4,087+389.3% | $4,762+320.0% |
| Participant deferral / active EE | $18,135 | $6,416+182.6% | $5,633+221.9% | $5,983+203.1% |
| Admin fee / account holder | $277 | $11,867-97.7% | $9,502-97.1% | $11,250-97.5% |