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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 | $603,567 | $153,769+292.5% | $133,975+350.5% | $273,972+120.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.53% | 36.51%-29.0pp | 29.29%-21.8pp | 41.46%-33.9pp |
| Employer contribution / active EE | $22,689 | $6,029+276.3% | $5,211+335.4% | $4,869+366.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $157 | $11,765-98.7% | $9,324-98.3% | $10,133-98.5% |