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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 | $402,677 | $201,370+100.0% | $184,256+118.5% | $145,897+176.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.93% | 29.05%-0.1pp | 28.85%+0.1pp | 552.29%-523.4pp |
| Employer contribution / active EE | $30,321 | $7,024+331.7% | $6,427+371.8% | $4,663+550.3% |
| Participant deferral / active EE | $25,785 | $9,808+162.9% | $9,133+182.3% | $6,689+285.5% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |