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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 | $425,650 | $100,970+321.6% | $96,576+340.7% | $137,256+210.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.81% | 38.16%-21.3pp | 38.47%-21.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $8,330 | $3,809+118.7% | $3,553+134.4% | $4,156+100.4% |
| Participant deferral / active EE | $7,789 | $8,286-6.0% | $7,956-2.1% | $6,407+21.6% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |