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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 | $364,259 | $167,415+117.6% | $140,514+159.2% | $198,609+83.4% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 20.68% | 13.85%+6.8pp | 14.36%+6.3pp | 202.70%-182.0pp |
| Employer contribution / active EE | $5,767 | $4,088+41.1% | $3,378+70.7% | $5,055+14.1% |
| Participant deferral / active EE | $18,248 | $5,579+227.1% | $4,919+271.0% | $6,977+161.6% |
| Admin fee / account holder | $0 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |