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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 | $257,313 | $118,467+117.2% | $98,450+161.4% | $139,456+84.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.78% | 18.95%-2.2pp | 21.16%-4.4pp | 373.45%-356.7pp |
| Employer contribution / active EE | $20,772 | $3,611+475.3% | $3,049+581.3% | $4,753+337.1% |
| Participant deferral / active EE | $13,503 | $5,393+150.4% | $4,739+184.9% | $6,711+101.2% |
| Admin fee / account holder | $0 | $14,057-100.0% | $8,961-100.0% | $11,407-100.0% |