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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 | $284,044 | $110,410+157.3% | $102,437+177.3% | $145,897+94.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.60% | 24.85%-10.2pp | 24.95%-10.3pp | 552.29%-537.7pp |
| Employer contribution / active EE | $25,465 | $4,217+503.8% | $3,871+557.9% | $4,663+446.1% |
| Participant deferral / active EE | $6,979 | $5,622+24.1% | $5,060+37.9% | $6,689+4.3% |
| Admin fee / account holder | $207 | $9,745-97.9% | $8,388-97.5% | $13,390-98.5% |