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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 | $392,551 | $100,073+292.3% | $85,126+361.1% | $145,877+169.1% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 10.17% | 84.11%-73.9pp | 66.63%-56.5pp | 551.28%-541.1pp |
| Employer contribution / active EE | $6,939 | $3,236+114.4% | $2,731+154.0% | $4,663+48.8% |
| Participant deferral / active EE | $10,882 | $5,294+105.5% | $4,523+140.6% | $6,691+62.6% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |