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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 | $418,746 | $123,898+238.0% | $116,538+259.3% | $155,188+169.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.8%+19.2pp |
| Annual return | 9.97% | 16.04%-6.1pp | 17.97%-8.0pp | 148.84%-138.9pp |
| Employer contribution / active EE | $20,000 | $4,739+322.0% | $4,541+340.4% | $4,248+370.8% |
| Participant deferral / active EE | $0 | $6,400-100.0% | $6,207-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $9,174-100.0% | $8,737-100.0% | $14,480-100.0% |