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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 | $652,566 | $118,496+450.7% | $98,461+562.8% | $139,466+367.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 21.18% | 18.96%+2.2pp | 21.17%0pp | 373.66%-352.5pp |
| Employer contribution / active EE | $18,711 | $3,611+418.2% | $3,049+513.7% | $4,754+293.6% |
| Participant deferral / active EE | $15,574 | $5,393+188.8% | $4,738+228.7% | $6,712+132.0% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |