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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 | $251,867 | $124,330+102.6% | $109,173+130.7% | $167,536+50.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.04% | 26.04%-11.0pp | 25.75%-10.7pp | 478.82%-463.8pp |
| Employer contribution / active EE | $30,003 | $4,209+612.8% | $3,723+705.9% | $4,839+520.0% |
| Participant deferral / active EE | $13,660 | $5,256+159.9% | $4,654+193.5% | $6,342+115.4% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |