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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 | $742,817 | $127,100+484.4% | $105,738+602.5% | $135,379+448.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 4.49% | 4.49%0pp | 6.27%-1.8pp | 519.79%-515.3pp |
| Employer contribution / active EE | $35,900 | $4,107+774.2% | $3,268+998.4% | $4,779+651.2% |
| Participant deferral / active EE | $11,725 | $5,064+131.5% | $4,080+187.4% | $5,609+109.0% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |