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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 | $100,279+158.3% | $81,353+218.4% | $145,884+77.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.50% | 34.49%-22.0pp | 24.82%-12.3pp | 551.85%-539.3pp |
| Employer contribution / active EE | $18,908 | $2,979+534.7% | $2,464+667.4% | $4,662+305.5% |
| Participant deferral / active EE | $11,886 | $4,611+157.8% | $3,885+206.0% | $6,690+77.7% |
| Admin fee / account holder | $155 | $8,206-98.1% | $5,766-97.3% | $13,392-98.8% |