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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 | $985,355 | $182,442+440.1% | $163,379+503.1% | $138,895+609.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 30.34% | 72.74%-42.4pp | 63.41%-33.1pp | 145.39%-115.1pp |
| Employer contribution / active EE | $19,100 | $4,159+359.2% | $3,752+409.0% | $4,194+355.4% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $266 | $10,396-97.4% | $9,818-97.3% | $12,562-97.9% |