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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 | $635,560 | $167,415+279.6% | $140,514+352.3% | $198,609+220.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 20.33% | 13.85%+6.5pp | 14.36%+6.0pp | 202.70%-182.4pp |
| Employer contribution / active EE | $19,123 | $4,088+367.8% | $3,378+466.0% | $5,055+278.3% |
| Participant deferral / active EE | $13,077 | $5,579+134.4% | $4,919+165.9% | $6,977+87.4% |
| Admin fee / account holder | $0 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |