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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 | $302,177 | $101,618+197.4% | $93,063+224.7% | $137,256+120.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.31% | 223.95%-206.6pp | 34.15%-16.8pp | 220.34%-203.0pp |
| Employer contribution / active EE | $10,483 | $2,707+287.2% | $2,476+323.4% | $4,156+152.2% |
| Participant deferral / active EE | $13,022 | $4,279+204.3% | $3,958+229.0% | $6,407+103.3% |
| Admin fee / account holder | $169 | $6,198-97.3% | $6,033-97.2% | $12,270-98.6% |