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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 | $411,727 | $213,785+92.6% | $185,441+122.0% | $155,188+165.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 37.28% | 19.97%+17.3pp | 20.16%+17.1pp | 148.84%-111.6pp |
| Employer contribution / active EE | $14,724 | $5,393+173.0% | $4,672+215.1% | $4,248+246.6% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |