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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 | $345,675 | $96,558+258.0% | $80,977+326.9% | $273,972+26.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.16% | 15.14%-8.0pp | 17.11%-9.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $13,192 | $4,869+170.9% | $3,715+255.1% | $4,869+170.9% |
| Participant deferral / active EE | $13,500 | $6,598+104.6% | $5,696+137.0% | $5,287+155.3% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |