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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 | $265,798 | $102,638+159.0% | $81,982+224.2% | $158,982+67.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 25.85% | 61.05%-35.2pp | 41.31%-15.5pp | 302.99%-277.1pp |
| Employer contribution / active EE | $20,020 | $3,241+517.7% | $2,498+701.3% | $4,763+320.3% |
| Participant deferral / active EE | $12,824 | $4,649+175.8% | $3,722+244.5% | $5,983+114.3% |
| Admin fee / account holder | $27 | $8,237-99.7% | $5,665-99.5% | $11,252-99.8% |