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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 | $690,754 | $201,370+243.0% | $184,256+274.9% | $145,897+373.5% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 18.15% | 29.05%-10.9pp | 28.85%-10.7pp | 552.29%-534.1pp |
| Employer contribution / active EE | $15,190 | $7,024+116.3% | $6,427+136.3% | $4,663+225.8% |
| Participant deferral / active EE | $17,695 | $9,808+80.4% | $9,133+93.7% | $6,689+164.5% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |