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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 | $452,515 | $181,896+148.8% | $156,551+189.1% | $273,972+65.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.06% | 30.74%-17.7pp | 32.23%-19.2pp | 41.46%-28.4pp |
| Employer contribution / active EE | $12,863 | $6,248+105.9% | $5,501+133.8% | $4,869+164.2% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $135 | $15,560-99.1% | $13,028-99.0% | $10,133-98.7% |