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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 | $457,338 | $110,379+314.3% | $102,412+346.6% | $145,884+213.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.69% | 24.84%-11.2pp | 24.94%-11.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $30,000 | $4,216+611.6% | $3,870+675.2% | $4,662+543.5% |
| Participant deferral / active EE | $13,529 | $5,622+140.7% | $5,060+167.4% | $6,690+102.2% |
| Admin fee / account holder | $13 | $9,745-99.9% | $8,388-99.8% | $13,392-99.9% |