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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 | $675,009 | $161,352+318.3% | $134,172+403.1% | $137,256+391.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 17.58% | 28.72%-11.1pp | 25.30%-7.7pp | 220.34%-202.8pp |
| Employer contribution / active EE | $17,375 | $4,099+323.9% | $3,420+408.1% | $4,156+318.1% |
| Participant deferral / active EE | $23,250 | $5,552+318.7% | $4,690+395.7% | $6,407+262.9% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |