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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 | $258,536 | $107,809+139.8% | $97,032+166.4% | $155,188+66.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 13.16% | 38.06%-24.9pp | 35.38%-22.2pp | 148.84%-135.7pp |
| Employer contribution / active EE | $34,929 | $2,911+1099.9% | $2,629+1228.7% | $4,248+722.3% |
| Participant deferral / active EE | $18,395 | $5,129+258.6% | $4,672+293.7% | $6,531+181.6% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |