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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 | $117,895+244.7% | $102,460+296.6% | $145,897+178.5% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 16.62% | 31.92%-15.3pp | 29.47%-12.9pp | 552.29%-535.7pp |
| Employer contribution / active EE | $10,314 | $3,619+185.0% | $3,025+241.0% | $4,663+121.2% |
| Participant deferral / active EE | $19,598 | $5,736+241.6% | $5,056+287.6% | $6,689+193.0% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |