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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 | $410,258 | $88,707+362.5% | $74,185+453.0% | $273,970+49.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.69% | 11.94%-4.3pp | 17.74%-10.0pp | 41.46%-33.8pp |
| Employer contribution / active EE | $21,769 | $3,159+589.0% | $2,370+818.5% | $4,869+347.1% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $212 | $8,717-97.6% | $5,586-96.2% | $10,132-97.9% |