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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 | $503,326 | $157,304+220.0% | $141,197+256.5% | $152,909+229.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 20.17% | 64.34%-44.2pp | 71.41%-51.2pp | 345.46%-325.3pp |
| Employer contribution / active EE | $11,685 | $5,263+122.0% | $4,736+146.7% | $4,764+145.3% |
| Participant deferral / active EE | $6,839 | $7,111-3.8% | $6,710+1.9% | $5,851+16.9% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |