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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 | $390,525 | $153,311+154.7% | $109,313+257.3% | $273,972+42.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.34% | 29.86%-22.5pp | 22.07%-14.7pp | 41.46%-34.1pp |
| Employer contribution / active EE | $21,370 | $5,619+280.3% | $3,892+449.1% | $4,869+338.9% |
| Participant deferral / active EE | $11,600 | $3,932+195.0% | $3,166+266.3% | $5,287+119.4% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |