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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 | $504,543 | $201,370+150.6% | $184,256+173.8% | $145,897+245.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.86% | 29.05%-19.2pp | 28.85%-19.0pp | 552.29%-542.4pp |
| Employer contribution / active EE | $19,970 | $7,024+184.3% | $6,427+210.7% | $4,663+328.3% |
| Participant deferral / active EE | $15,156 | $9,808+54.5% | $9,133+65.9% | $6,689+126.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |