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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 | $301,081 | $110,410+172.7% | $102,437+193.9% | $145,897+106.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.17% | 24.85%-12.7pp | 24.95%-12.8pp | 552.29%-540.1pp |
| Employer contribution / active EE | $14,714 | $4,217+248.9% | $3,871+280.1% | $4,663+215.6% |
| Participant deferral / active EE | $17,760 | $5,622+215.9% | $5,060+251.0% | $6,689+165.5% |
| Admin fee / account holder | $17 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |