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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 | $356,335 | $162,821+118.9% | $133,978+166.0% | $158,982+124.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.90% | 41.95%-35.0pp | 45.10%-38.2pp | 302.99%-296.1pp |
| Employer contribution / active EE | $22,301 | $4,976+348.2% | $3,919+469.0% | $4,763+368.2% |
| Participant deferral / active EE | $10,911 | $5,910+84.6% | $5,047+116.2% | $5,983+82.4% |
| Admin fee / account holder | $154 | $11,742-98.7% | $8,930-98.3% | $11,252-98.6% |