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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 | $111,814+309.0% | $103,378+342.4% | $145,978+213.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.69% | 24.80%-11.1pp | 24.91%-11.2pp | 550.52%-536.8pp |
| Employer contribution / active EE | $30,000 | $4,215+611.7% | $3,870+675.1% | $4,662+543.5% |
| Participant deferral / active EE | $13,529 | $5,618+140.8% | $5,058+167.5% | $6,690+102.2% |
| Admin fee / account holder | $13 | $9,764-99.9% | $8,401-99.8% | $13,400-99.9% |