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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 | $321,173 | $103,387+210.7% | $87,102+268.7% | $152,885+110.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.53% | 28.10%-5.6pp | 28.19%-5.7pp | 345.39%-322.9pp |
| Employer contribution / active EE | $2,274 | $3,221-29.4% | $2,521-9.8% | $4,763-52.3% |
| Participant deferral / active EE | $12,554 | $4,778+162.7% | $4,048+210.1% | $5,851+114.6% |
| Admin fee / account holder | $0 | $12,193-100.0% | $7,491-100.0% | $11,598-100.0% |