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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 | $422,495 | $166,268+154.1% | $165,100+155.9% | $145,897+189.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.52% | 100.52%-78.0pp | 70.21%-47.7pp | 552.29%-529.8pp |
| Employer contribution / active EE | $38,750 | $5,284+633.4% | $4,348+791.2% | $4,663+731.1% |
| Participant deferral / active EE | $23,083 | $6,964+231.4% | $6,035+282.5% | $6,689+245.1% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |