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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 | $637,397 | $161,352+295.0% | $134,172+375.1% | $137,256+364.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 17.73% | 28.72%-11.0pp | 25.30%-7.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $6,037 | $4,099+47.3% | $3,420+76.5% | $4,156+45.3% |
| Participant deferral / active EE | $20,895 | $5,552+276.3% | $4,690+345.5% | $6,407+226.1% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |