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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 | $405,564 | $115,917+249.9% | $100,535+303.4% | $158,982+155.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.75% | 34.80%-20.1pp | 30.90%-16.1pp | 302.99%-288.2pp |
| Employer contribution / active EE | $13,454 | $4,105+227.7% | $3,419+293.6% | $4,763+182.5% |
| Participant deferral / active EE | $20,800 | $6,677+211.5% | $6,271+231.7% | $5,983+247.6% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |