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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 | $530,184 | $185,312+186.1% | $161,489+228.3% | $154,746+242.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.55% | 103.84%-90.3pp | 89.72%-76.2pp | 172.34%-158.8pp |
| Employer contribution / active EE | $11,666 | $4,769+144.6% | $4,268+173.3% | $4,379+166.4% |
| Participant deferral / active EE | $12,023 | $6,350+89.4% | $5,630+113.6% | $6,730+78.6% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |