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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 | $505,220 | $92,798+444.4% | $96,707+422.4% | $137,256+268.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 17.91% | 31.24%-13.3pp | 34.78%-16.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $46,000 | $4,147+1009.1% | $4,191+997.5% | $4,156+1006.8% |
| Participant deferral / active EE | $31,000 | $5,877+427.5% | $5,997+416.9% | $6,407+383.9% |
| Admin fee / account holder | $0 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |