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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 | $268,624 | $90,538+196.7% | $88,457+203.7% | $154,746+73.6% |
| Participation rate | 100.0% | 80.9%+19.1pp | 78.6%+21.4pp | 80.7%+19.3pp |
| Annual return | 17.98% | 37.97%-20.0pp | 32.69%-14.7pp | 172.34%-154.4pp |
| Employer contribution / active EE | $7,001 | $4,914+42.5% | $4,681+49.6% | $4,379+59.9% |
| Participant deferral / active EE | $11,742 | $6,073+93.3% | $5,667+107.2% | $6,730+74.5% |
| Admin fee / account holder | $0 | $10,337-100.0% | $9,606-100.0% | $14,365-100.0% |