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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 | $424,537 | $215,361+97.1% | $171,082+148.1% | $273,972+55.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 2.98% | 25.14%-22.2pp | 32.56%-29.6pp | 41.46%-38.5pp |
| Employer contribution / active EE | $24,235 | $4,967+387.9% | $4,002+505.6% | $4,869+397.8% |
| Participant deferral / active EE | $10,500 | $5,543+89.4% | $4,797+118.9% | $5,287+98.6% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |