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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 | $285,982 | $118,695+140.9% | $98,916+189.1% | $158,950+79.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 14.37% | 372.39%-358.0pp | 196.45%-182.1pp | 302.91%-288.5pp |
| Employer contribution / active EE | $12,307 | $3,333+269.2% | $2,689+357.6% | $4,762+158.4% |
| Participant deferral / active EE | $10,600 | $5,088+108.3% | $4,245+149.7% | $5,983+77.2% |
| Admin fee / account holder | $36 | $10,132-99.6% | $6,642-99.5% | $11,248-99.7% |