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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 | $314,181 | $110,379+184.6% | $102,412+206.8% | $145,884+115.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 33.68% | 24.84%+8.8pp | 24.94%+8.7pp | 551.85%-518.2pp |
| Employer contribution / active EE | $2,400 | $4,216-43.1% | $3,870-38.0% | $4,662-48.5% |
| Participant deferral / active EE | $22,600 | $5,622+302.0% | $5,060+346.6% | $6,690+237.8% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |