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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 | $454,836 | $97,289+367.5% | $92,805+390.1% | $155,188+193.1% |
| Participation rate | 75.0% | 84.2%-9.2pp | 83.5%-8.5pp | 80.8%-5.8pp |
| Annual return | 16.05% | 29.03%-13.0pp | 31.59%-15.5pp | 148.84%-132.8pp |
| Employer contribution / active EE | $10,964 | $3,632+201.9% | $3,424+220.2% | $4,248+158.1% |
| Participant deferral / active EE | $11,350 | $8,795+29.0% | $8,448+34.4% | $6,531+73.8% |
| Admin fee / account holder | $0 | $12,015-100.0% | $10,911-100.0% | $14,480-100.0% |