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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 | $458,963 | $110,379+315.8% | $102,412+348.2% | $145,884+214.6% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 12.77% | 24.84%-12.1pp | 24.94%-12.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $18,594 | $4,216+341.0% | $3,870+380.5% | $4,662+298.8% |
| Participant deferral / active EE | $16,943 | $5,622+201.4% | $5,060+234.8% | $6,690+153.3% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |