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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 | $369,093 | $124,425+196.6% | $112,040+229.4% | $137,256+168.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.27% | 24.72%-7.4pp | 24.52%-7.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $27,417 | $3,411+703.7% | $2,954+828.1% | $4,156+559.7% |
| Participant deferral / active EE | $21,375 | $5,718+273.8% | $5,098+319.3% | $6,407+233.6% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |