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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 | $259,962 | $85,024+205.8% | $70,544+268.5% | $139,466+86.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 21.54% | 30.39%-8.9pp | 32.79%-11.3pp | 373.66%-352.1pp |
| Employer contribution / active EE | $7,415 | $3,912+89.5% | $2,976+149.2% | $4,754+56.0% |
| Participant deferral / active EE | $13,355 | $5,891+126.7% | $4,568+192.3% | $6,712+99.0% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |