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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 | $392,623 | $123,155+218.8% | $108,753+261.0% | $155,188+153.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 62.51% | 44.73%+17.8pp | 37.47%+25.0pp | 148.84%-86.3pp |
| Employer contribution / active EE | $9,000 | $2,811+220.1% | $2,427+270.9% | $4,248+111.9% |
| Participant deferral / active EE | $18,500 | $4,623+300.2% | $4,115+349.6% | $6,531+183.3% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |