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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 | $485,891 | $201,370+141.3% | $184,256+163.7% | $145,897+233.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.15% | 29.05%-13.9pp | 28.85%-13.7pp | 552.29%-537.1pp |
| Employer contribution / active EE | $9,402 | $7,024+33.9% | $6,427+46.3% | $4,663+101.6% |
| Participant deferral / active EE | $19,375 | $9,808+97.5% | $9,133+112.1% | $6,689+189.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |