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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 | $353,610 | $99,032+257.1% | $80,022+341.9% | $135,379+161.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 7.30% | 15.39%-8.1pp | 11.22%-3.9pp | 519.79%-512.5pp |
| Employer contribution / active EE | $20,324 | $3,043+567.8% | $2,468+723.5% | $4,779+325.3% |
| Participant deferral / active EE | $13,362 | $4,282+212.1% | $3,686+262.5% | $5,609+138.2% |
| Admin fee / account holder | $148 | $10,436-98.6% | $6,521-97.7% | $10,828-98.6% |