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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 | $542,194 | $254,759+112.8% | $216,567+150.4% | $198,609+173.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 21.54% | 10.04%+11.5pp | 12.94%+8.6pp | 202.70%-181.2pp |
| Employer contribution / active EE | $4,172 | $6,096-31.6% | $5,216-20.0% | $5,055-17.5% |
| Participant deferral / active EE | $17,514 | $6,948+152.1% | $6,191+182.9% | $6,977+151.0% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |