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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 | $437,625 | $211,224+107.2% | $178,505+145.2% | $145,897+200.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.25% | 30.28%-15.0pp | 27.16%-11.9pp | 552.29%-537.0pp |
| Employer contribution / active EE | $22,481 | $4,577+391.2% | $3,955+468.4% | $4,663+382.2% |
| Participant deferral / active EE | $15,333 | $6,966+120.1% | $6,280+144.1% | $6,689+129.2% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |