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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 | $303,733 | $113,338+168.0% | $94,993+219.7% | $147,586+105.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 7.12% | 20.80%-13.7pp | 27.14%-20.0pp | 578.59%-571.5pp |
| Employer contribution / active EE | $15,340 | $3,160+385.4% | $2,603+489.2% | $4,876+214.6% |
| Participant deferral / active EE | $10,333 | $3,777+173.6% | $3,317+211.5% | $5,439+90.0% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |