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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 | $259,007 | $100,125+158.7% | $81,482+217.9% | $145,978+77.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.50% | 34.44%-21.9pp | 24.79%-12.3pp | 550.52%-538.0pp |
| Employer contribution / active EE | $18,908 | $2,977+535.0% | $2,463+667.7% | $4,662+305.6% |
| Participant deferral / active EE | $11,886 | $4,609+157.9% | $3,885+205.9% | $6,690+77.7% |
| Admin fee / account holder | $155 | $8,198-98.1% | $5,761-97.3% | $13,400-98.8% |