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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 | $402,906 | $176,786+127.9% | $146,643+174.8% | $167,536+140.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.05% | 24.04%-12.0pp | 22.75%-10.7pp | 478.82%-466.8pp |
| Employer contribution / active EE | $34,250 | $5,161+563.6% | $4,137+727.9% | $4,839+607.8% |
| Participant deferral / active EE | $14,350 | $6,440+122.8% | $5,506+160.6% | $6,342+126.3% |
| Admin fee / account holder | $24 | $13,262-99.8% | $10,280-99.8% | $12,315-99.8% |