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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 | $126,661+191.4% | $113,397+225.5% | $138,895+165.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 17.27% | 25.05%-7.8pp | 23.20%-5.9pp | 145.39%-128.1pp |
| Employer contribution / active EE | $27,417 | $3,456+693.3% | $2,977+820.9% | $4,194+553.7% |
| Participant deferral / active EE | $21,375 | $5,693+275.5% | $5,076+321.1% | $6,396+234.2% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |