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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 | $420,911 | $124,425+238.3% | $112,040+275.7% | $137,256+206.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.25% | 24.72%-7.5pp | 24.52%-7.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $11,372 | $3,411+233.4% | $2,954+285.0% | $4,156+173.6% |
| Participant deferral / active EE | $9,912 | $5,718+73.3% | $5,098+94.4% | $6,407+54.7% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |