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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 | $521,501 | $99,343+425.0% | $84,751+515.3% | $273,968+90.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.01% | 22.93%-11.9pp | 22.78%-11.8pp | 41.45%-30.4pp |
| Employer contribution / active EE | $13,932 | $4,214+230.6% | $3,574+289.8% | $4,869+186.2% |
| Participant deferral / active EE | $12,489 | $4,269+192.5% | $3,712+236.5% | $5,287+136.2% |
| Admin fee / account holder | $19 | $6,645-99.7% | $5,333-99.7% | $10,132-99.8% |