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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 | $250,854 | $110,337+127.4% | $102,383+145.0% | $145,877+72.0% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 10.62% | 24.83%-14.2pp | 24.94%-14.3pp | 551.28%-540.7pp |
| Employer contribution / active EE | $12,467 | $4,216+195.7% | $3,870+222.1% | $4,663+167.4% |
| Participant deferral / active EE | $7,160 | $5,621+27.4% | $5,060+41.5% | $6,691+7.0% |
| Admin fee / account holder | $1 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |