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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 | $294,406 | $126,661+132.4% | $113,397+159.6% | $138,895+112.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 14.69% | 25.05%-10.4pp | 23.20%-8.5pp | 145.39%-130.7pp |
| Employer contribution / active EE | $8,408 | $3,456+143.3% | $2,977+182.4% | $4,194+100.5% |
| Participant deferral / active EE | $11,569 | $5,693+103.2% | $5,076+127.9% | $6,396+80.9% |
| Admin fee / account holder | $10 | $14,549-99.9% | $11,957-99.9% | $12,562-99.9% |