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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 | $314,820 | $106,247+196.3% | $96,515+226.2% | $139,466+125.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.13% | 38.47%-24.3pp | 35.73%-21.6pp | 373.66%-359.5pp |
| Employer contribution / active EE | $11,922 | $4,106+190.4% | $3,740+218.8% | $4,754+150.8% |
| Participant deferral / active EE | $16,826 | $5,456+208.4% | $4,880+244.8% | $6,712+150.7% |
| Admin fee / account holder | $10 | $7,885-99.9% | $6,735-99.9% | $11,409-99.9% |