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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 | $364,025 | $162,821+123.6% | $133,978+171.7% | $158,982+129.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.92% | 41.95%-31.0pp | 45.10%-34.2pp | 302.99%-292.1pp |
| Employer contribution / active EE | $20,374 | $4,976+309.4% | $3,919+419.9% | $4,763+327.8% |
| Participant deferral / active EE | $13,000 | $5,910+120.0% | $5,047+157.6% | $5,983+117.3% |
| Admin fee / account holder | $20 | $11,742-99.8% | $8,930-99.8% | $11,252-99.8% |