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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 | $255,529 | $153,311+66.7% | $109,313+133.8% | $273,970-6.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.65% | 29.86%-22.2pp | 22.07%-14.4pp | 41.46%-33.8pp |
| Employer contribution / active EE | $20,451 | $5,619+263.9% | $3,892+425.5% | $4,869+320.1% |
| Participant deferral / active EE | $9,000 | $3,932+128.9% | $3,166+184.2% | $5,287+70.2% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |