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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 | $280,543 | $117,829+138.1% | $102,423+173.9% | $145,877+92.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.13% | 31.83%-18.7pp | 29.42%-16.3pp | 551.28%-538.2pp |
| Employer contribution / active EE | $12,684 | $3,615+250.9% | $3,023+319.6% | $4,663+172.0% |
| Participant deferral / active EE | $9,325 | $5,732+62.7% | $5,054+84.5% | $6,691+39.4% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |