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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 | $453,495 | $196,972+130.2% | $182,262+148.8% | $198,609+128.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 28.93% | 158.27%-129.3pp | 140.60%-111.7pp | 202.70%-173.8pp |
| Employer contribution / active EE | $10,274 | $5,364+91.5% | $5,046+103.6% | $5,055+103.2% |
| Participant deferral / active EE | $17,100 | $8,643+97.9% | $8,276+106.6% | $6,977+145.1% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |