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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 | $448,138 | $181,896+146.4% | $156,551+186.3% | $273,972+63.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 27.37% | 30.74%-3.4pp | 32.23%-4.9pp | 41.46%-14.1pp |
| Employer contribution / active EE | $9,512 | $6,248+52.2% | $5,501+72.9% | $4,869+95.4% |
| Participant deferral / active EE | $6,156 | $5,550+10.9% | $4,871+26.4% | $5,287+16.4% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |