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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 | $314,192 | $167,522+87.6% | $151,639+107.2% | $134,532+133.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 1.09% | 7.81%-6.7pp | 3.34%-2.2pp | 418.27%-417.2pp |
| Employer contribution / active EE | $25,525 | $6,828+273.8% | $6,165+314.0% | $4,741+438.4% |
| Participant deferral / active EE | $10,888 | $8,986+21.2% | $8,363+30.2% | $6,401+70.1% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |