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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 | $458,400 | $210,343+117.9% | $153,432+198.8% | $145,959+214.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 30.76% | 13.38%+17.4pp | 15.66%+15.1pp | 561.95%-531.2pp |
| Employer contribution / active EE | $8,488 | $6,047+40.3% | $5,038+68.5% | $4,661+82.1% |
| Participant deferral / active EE | $0 | $7,977-100.0% | $6,757-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $19,424-100.0% | $12,725-100.0% | $13,398-100.0% |