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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 | $201,344+100.0% | $184,243+118.6% | $145,877+176.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.93% | 29.01%-0.1pp | 28.82%+0.1pp | 551.28%-522.4pp |
| Employer contribution / active EE | $30,321 | $7,022+331.8% | $6,427+371.8% | $4,663+550.3% |
| Participant deferral / active EE | $25,785 | $9,807+162.9% | $9,132+182.4% | $6,691+285.4% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |