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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 | $70,532+280.9% | $68,948+289.6% | $137,256+95.7% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 17.98% | 32.56%-14.6pp | 28.39%-10.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $7,001 | $4,355+60.8% | $4,165+68.1% | $4,156+68.5% |
| Participant deferral / active EE | $11,742 | $6,773+73.4% | $6,186+89.8% | $6,407+83.3% |
| Admin fee / account holder | $0 | $7,916-100.0% | $7,539-100.0% | $12,270-100.0% |