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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 | $697,826 | $153,774+353.8% | $133,979+420.8% | $273,970+154.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.37% | 36.51%-26.1pp | 29.30%-18.9pp | 41.46%-31.1pp |
| Employer contribution / active EE | $26,725 | $6,029+343.3% | $5,211+412.8% | $4,869+448.9% |
| Participant deferral / active EE | $14,190 | $6,958+103.9% | $6,282+125.9% | $5,287+168.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |