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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 | $308,107 | $90,486+240.5% | $78,676+291.6% | $273,972+12.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.87% | 75.62%-64.8pp | 62.19%-51.3pp | 41.46%-30.6pp |
| Employer contribution / active EE | $8,242 | $3,175+159.6% | $2,850+189.2% | $4,869+69.3% |
| Participant deferral / active EE | $12,000 | $3,901+207.6% | $3,517+241.2% | $5,287+127.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |