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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 | $309,192 | $115,917+166.7% | $100,535+207.5% | $158,982+94.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 27.56% | 34.80%-7.2pp | 30.90%-3.3pp | 302.99%-275.4pp |
| Employer contribution / active EE | $17,520 | $4,105+326.8% | $3,419+412.5% | $4,763+267.8% |
| Participant deferral / active EE | $22,594 | $6,677+238.4% | $6,271+260.3% | $5,983+277.6% |
| Admin fee / account holder | $168 | $11,002-98.5% | $8,085-97.9% | $11,252-98.5% |