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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 | $739,809 | $228,352+224.0% | $185,827+298.1% | $158,950+365.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 7.87% | 40.81%-32.9pp | 35.96%-28.1pp | 302.91%-295.0pp |
| Employer contribution / active EE | $6,258 | $4,967+26.0% | $4,087+53.1% | $4,762+31.4% |
| Participant deferral / active EE | $17,239 | $6,416+168.7% | $5,633+206.0% | $5,983+188.1% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,248-100.0% |