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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 | $402,316 | $96,956+314.9% | $69,779+476.6% | $273,972+46.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 10.41% | 12.93%-2.5pp | 12.99%-2.6pp | 41.46%-31.0pp |
| Employer contribution / active EE | $14,667 | $3,316+342.3% | $2,338+527.2% | $4,869+201.2% |
| Participant deferral / active EE | $7,912 | $3,744+111.3% | $2,931+170.0% | $5,287+49.6% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |