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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 | $375,864 | $110,379+240.5% | $102,412+267.0% | $145,884+157.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.88% | 24.84%-6.0pp | 24.94%-6.1pp | 551.85%-533.0pp |
| Employer contribution / active EE | $16,676 | $4,216+295.5% | $3,870+330.9% | $4,662+257.7% |
| Participant deferral / active EE | $10,474 | $5,622+86.3% | $5,060+107.0% | $6,690+56.6% |
| Admin fee / account holder | $106 | $9,745-98.9% | $8,388-98.7% | $13,392-99.2% |