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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 | $347,951 | $101,618+242.4% | $93,063+273.9% | $137,256+153.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 14.25% | 223.95%-209.7pp | 34.15%-19.9pp | 220.34%-206.1pp |
| Employer contribution / active EE | $27,300 | $2,707+908.4% | $2,476+1002.5% | $4,156+556.9% |
| Participant deferral / active EE | $14,750 | $4,279+244.7% | $3,958+272.6% | $6,407+130.2% |
| Admin fee / account holder | $25 | $6,198-99.6% | $6,033-99.6% | $12,270-99.8% |