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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 | $279,401 | $106,247+163.0% | $96,515+189.5% | $139,466+100.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.84% | 38.47%-24.6pp | 35.73%-21.9pp | 373.66%-359.8pp |
| Employer contribution / active EE | $7,964 | $4,106+94.0% | $3,740+113.0% | $4,754+67.5% |
| Participant deferral / active EE | $14,931 | $5,456+173.7% | $4,880+206.0% | $6,712+122.5% |
| Admin fee / account holder | $30 | $7,885-99.6% | $6,735-99.6% | $11,409-99.7% |