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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 | $582,212 | $201,264+189.3% | $184,185+216.1% | $145,978+298.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 46.20% | 29.00%+17.2pp | 28.81%+17.4pp | 550.52%-504.3pp |
| Employer contribution / active EE | $5,872 | $7,021-16.4% | $6,426-8.6% | $4,662+26.0% |
| Participant deferral / active EE | $19,040 | $9,806+94.2% | $9,132+108.5% | $6,690+184.6% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |