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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 | $263,012 | $110,379+138.3% | $102,412+156.8% | $145,884+80.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.04% | 24.84%-12.8pp | 24.94%-12.9pp | 551.85%-539.8pp |
| Employer contribution / active EE | $21,271 | $4,216+404.5% | $3,870+449.7% | $4,662+356.2% |
| Participant deferral / active EE | $16,727 | $5,622+197.5% | $5,060+230.6% | $6,690+150.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |