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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 | $406,397 | $117,859+244.8% | $102,438+296.7% | $145,959+178.4% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 16.62% | 31.72%-15.1pp | 29.37%-12.8pp | 561.95%-545.3pp |
| Employer contribution / active EE | $10,314 | $3,615+185.3% | $3,024+241.1% | $4,661+121.3% |
| Participant deferral / active EE | $19,598 | $5,732+241.9% | $5,054+287.8% | $6,689+193.0% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |