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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 | $314,931 | $110,307+185.5% | $96,576+226.1% | $139,456+125.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 25.49% | 26.40%-0.9pp | 25.87%-0.4pp | 373.45%-348.0pp |
| Employer contribution / active EE | $12,015 | $3,619+232.0% | $2,965+305.2% | $4,753+152.8% |
| Participant deferral / active EE | $10,484 | $5,547+89.0% | $4,851+116.1% | $6,711+56.2% |
| Admin fee / account holder | $0 | $11,597-100.0% | $8,253-100.0% | $11,407-100.0% |