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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 | $363,321 | $88,707+309.6% | $74,184+389.8% | $273,972+32.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.04% | 11.94%-0.9pp | 17.74%-6.7pp | 41.46%-30.4pp |
| Employer contribution / active EE | $24,347 | $3,159+670.6% | $2,370+927.2% | $4,869+400.1% |
| Participant deferral / active EE | $8,943 | $4,212+112.3% | $3,550+151.9% | $5,287+69.1% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |