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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 | $263,413 | $104,251+152.7% | $91,004+189.5% | $147,585+78.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.08% | 27.06%-12.0pp | 4.60%+10.5pp | 578.58%-563.5pp |
| Employer contribution / active EE | $6,080 | $3,116+95.1% | $2,456+147.6% | $4,876+24.7% |
| Participant deferral / active EE | $4,794 | $4,195+14.3% | $3,548+35.1% | $5,439-11.9% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |