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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 | $354,072 | $121,677+191.0% | $104,625+238.4% | $158,966+122.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 12.34% | 465.58%-453.2pp | 340.60%-328.3pp | 302.95%-290.6pp |
| Employer contribution / active EE | $2,991 | $3,165-5.5% | $2,681+11.5% | $4,762-37.2% |
| Participant deferral / active EE | $14,688 | $4,175+251.8% | $3,738+293.0% | $5,983+145.5% |
| Admin fee / account holder | $112 | $7,777-98.6% | $6,465-98.3% | $11,250-99.0% |