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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 | $440,364 | $181,062+143.2% | $158,223+178.3% | $155,188+183.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 22.00% | 57.39%-35.4pp | 52.09%-30.1pp | 148.84%-126.8pp |
| Employer contribution / active EE | $16,500 | $4,565+261.5% | $4,109+301.6% | $4,248+288.4% |
| Participant deferral / active EE | $26,000 | $6,134+323.8% | $5,467+375.6% | $6,531+298.1% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |