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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 | $922,427 | $110,379+735.7% | $102,412+800.7% | $145,884+532.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.25% | 24.84%-14.6pp | 24.94%-14.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $2,557 | $4,216-39.4% | $3,870-33.9% | $4,662-45.2% |
| Participant deferral / active EE | $6,087 | $5,622+8.3% | $5,060+20.3% | $6,690-9.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |