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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 | $646,694 | $88,707+629.0% | $74,184+771.7% | $273,972+136.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.38% | 11.94%-6.6pp | 17.74%-12.4pp | 41.46%-36.1pp |
| Employer contribution / active EE | $27,500 | $3,159+770.4% | $2,370+1060.3% | $4,869+464.8% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $25 | $8,717-99.7% | $5,586-99.6% | $10,133-99.8% |