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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 | $343,337 | $104,664+228.0% | $85,693+300.7% | $167,518+105.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 21.65% | 21.45%+0.2pp | 21.49%+0.2pp | 478.71%-457.1pp |
| Employer contribution / active EE | $27,975 | $3,337+738.3% | $2,618+968.5% | $4,838+478.2% |
| Participant deferral / active EE | $11,990 | $4,824+148.5% | $3,923+205.7% | $6,342+89.1% |
| Admin fee / account holder | $25 | $10,032-99.8% | $6,874-99.6% | $12,312-99.8% |