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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 | $318,282 | $102,245+211.3% | $89,340+256.3% | $137,256+131.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.53% | 21.89%-3.4pp | 20.57%-2.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $9,194 | $2,529+263.5% | $2,231+312.0% | $4,156+121.2% |
| Participant deferral / active EE | $14,634 | $4,436+229.9% | $3,823+282.8% | $6,407+128.4% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |