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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 | $106,267+162.9% | $96,520+189.5% | $139,456+100.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.84% | 38.45%-24.6pp | 35.72%-21.9pp | 373.45%-359.6pp |
| Employer contribution / active EE | $7,964 | $4,105+94.0% | $3,739+113.0% | $4,753+67.6% |
| Participant deferral / active EE | $14,931 | $5,454+173.7% | $4,879+206.0% | $6,711+122.5% |
| Admin fee / account holder | $30 | $7,882-99.6% | $6,733-99.6% | $11,407-99.7% |