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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 | $313,232 | $182,442+71.7% | $163,379+91.7% | $138,895+125.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 17.98% | 72.74%-54.8pp | 63.41%-45.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $15,480 | $4,159+272.2% | $3,752+312.5% | $4,194+269.1% |
| Participant deferral / active EE | $3,357 | $6,817-50.8% | $6,282-46.6% | $6,396-47.5% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |