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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 | $393,506 | $254,759+54.5% | $216,567+81.7% | $198,609+98.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 10.91% | 10.04%+0.9pp | 12.94%-2.0pp | 202.70%-191.8pp |
| Employer contribution / active EE | $38,169 | $6,096+526.1% | $5,216+631.8% | $5,055+655.0% |
| Participant deferral / active EE | $32,875 | $6,948+373.2% | $6,191+431.1% | $6,977+371.2% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |