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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 | $270,221 | $105,929+155.1% | $81,716+230.7% | $158,966+70.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 19.84% | 38.19%-18.3pp | 29.49%-9.7pp | 302.95%-283.1pp |
| Employer contribution / active EE | $6,910 | $7,802-11.4% | $4,310+60.3% | $4,762+45.1% |
| Participant deferral / active EE | $11,220 | $13,007-13.7% | $7,108+57.9% | $5,983+87.5% |
| Admin fee / account holder | $0 | $8,492-100.0% | $5,159-100.0% | $11,250-100.0% |