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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 | $625,555 | $136,860+357.1% | $120,344+419.8% | $154,746+304.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 14.57% | 21.38%-6.8pp | 20.30%-5.7pp | 172.34%-157.8pp |
| Employer contribution / active EE | $7,261 | $3,533+105.5% | $3,020+140.4% | $4,379+65.8% |
| Participant deferral / active EE | $13,444 | $5,793+132.1% | $5,135+161.8% | $6,730+99.8% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |