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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 | $370,476 | $124,314+198.0% | $109,163+239.4% | $167,518+121.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 53.64% | 26.04%+27.6pp | 25.75%+27.9pp | 478.71%-425.1pp |
| Employer contribution / active EE | $14,063 | $4,209+234.1% | $3,723+277.8% | $4,838+190.6% |
| Participant deferral / active EE | $18,375 | $5,256+249.6% | $4,654+294.8% | $6,342+189.7% |
| Admin fee / account holder | $3 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |