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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 | $392,589 | $92,219+325.7% | $76,767+411.4% | $135,380+190.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 13.33% | 5.46%+7.9pp | 2.43%+10.9pp | 519.81%-506.5pp |
| Employer contribution / active EE | $10,407 | $3,216+223.6% | $2,485+318.7% | $4,779+117.8% |
| Participant deferral / active EE | $8,832 | $4,508+95.9% | $3,852+129.3% | $5,609+57.5% |
| Admin fee / account holder | $69 | $10,749-99.4% | $6,675-99.0% | $10,828-99.4% |