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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 | $693,055 | $201,370+244.2% | $184,256+276.1% | $145,897+375.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.99% | 29.05%-16.1pp | 28.85%-15.9pp | 552.29%-539.3pp |
| Employer contribution / active EE | $13,875 | $7,024+97.5% | $6,427+115.9% | $4,663+197.6% |
| Participant deferral / active EE | $14,918 | $9,808+52.1% | $9,133+63.3% | $6,689+123.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |