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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 | $276,144 | $162,812+69.6% | $133,971+106.1% | $158,966+73.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 21.53% | 41.94%-20.4pp | 45.09%-23.6pp | 302.95%-281.4pp |
| Employer contribution / active EE | $23,756 | $4,976+377.4% | $3,919+506.2% | $4,762+398.8% |
| Participant deferral / active EE | $13,886 | $5,910+134.9% | $5,047+175.1% | $5,983+132.1% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |