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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 | $424,780 | $83,908+406.2% | $68,509+520.0% | $125,389+238.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 3.95% | 14.48%-10.5pp | 8.27%-4.3pp | 282.24%-278.3pp |
| Employer contribution / active EE | $19,654 | $3,031+548.4% | $2,278+762.8% | $4,866+303.9% |
| Participant deferral / active EE | $10,741 | $4,125+160.4% | $3,382+217.6% | $5,352+100.7% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |