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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 | $260,197 | $162,785+59.8% | $133,959+94.2% | $158,950+63.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.65% | 41.94%-24.3pp | 45.09%-27.4pp | 302.91%-285.3pp |
| Employer contribution / active EE | $18,721 | $4,975+276.3% | $3,919+377.8% | $4,762+293.1% |
| Participant deferral / active EE | $11,433 | $5,910+93.5% | $5,047+126.5% | $5,983+91.1% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |