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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 | $713,321 | $154,228+362.5% | $145,433+390.5% | $137,256+419.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 36.36% | 74.59%-38.2pp | 66.58%-30.2pp | 220.34%-184.0pp |
| Employer contribution / active EE | $30,257 | $4,804+529.8% | $4,554+564.3% | $4,156+628.0% |
| Participant deferral / active EE | $22,311 | $8,216+171.5% | $7,897+182.5% | $6,407+248.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |