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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 | $260,928 | $149,679+74.3% | $117,039+122.9% | $147,586+76.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 13.27% | 19.31%-6.0pp | 18.95%-5.7pp | 578.59%-565.3pp |
| Employer contribution / active EE | $14,128 | $4,937+186.2% | $3,785+273.3% | $4,876+189.7% |
| Participant deferral / active EE | $8,000 | $4,912+62.9% | $3,929+103.6% | $5,439+47.1% |
| Admin fee / account holder | $46 | $7,856-99.4% | $5,974-99.2% | $10,886-99.6% |