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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 | $414,946 | $147,556+181.2% | $129,031+221.6% | $198,609+108.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 10.71% | 37.41%-26.7pp | 34.67%-24.0pp | 202.70%-192.0pp |
| Employer contribution / active EE | $2,074 | $3,645-43.1% | $3,226-35.7% | $5,055-59.0% |
| Participant deferral / active EE | $12,117 | $5,760+110.4% | $5,217+132.3% | $6,977+73.7% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |