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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 | $508,349 | $201,264+152.6% | $184,185+176.0% | $145,978+248.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.94% | 29.00%-12.1pp | 28.81%-11.9pp | 550.52%-533.6pp |
| Employer contribution / active EE | $14,592 | $7,021+107.8% | $6,426+127.1% | $4,662+213.0% |
| Participant deferral / active EE | $15,009 | $9,806+53.1% | $9,132+64.4% | $6,690+124.4% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |