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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 | $476,928 | $124,351+283.5% | $109,188+336.8% | $167,553+184.6% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 10.76% | 26.04%-15.3pp | 25.76%-15.0pp | 478.89%-468.1pp |
| Employer contribution / active EE | $4,277 | $4,210+1.6% | $3,723+14.9% | $4,840-11.6% |
| Participant deferral / active EE | $11,564 | $5,257+120.0% | $4,654+148.5% | $6,343+82.3% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |