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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 | $347,948 | $142,354+144.4% | $125,529+177.2% | $155,188+124.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 14.50% | 306.06%-291.6pp | 202.56%-188.1pp | 148.84%-134.3pp |
| Employer contribution / active EE | $27,039 | $3,501+672.2% | $3,058+784.3% | $4,248+536.5% |
| Participant deferral / active EE | $32,053 | $5,491+483.7% | $4,813+566.0% | $6,531+390.8% |
| Admin fee / account holder | $0 | $19,392-100.0% | $16,298-100.0% | $14,480-100.0% |