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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 | $126,113+175.9% | $116,096+199.7% | $155,188+124.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 14.25% | 391.72%-377.5pp | 326.25%-312.0pp | 148.84%-134.6pp |
| Employer contribution / active EE | $27,300 | $2,672+921.9% | $2,503+990.5% | $4,248+542.7% |
| Participant deferral / active EE | $14,750 | $4,162+254.4% | $3,952+273.2% | $6,531+125.8% |
| Admin fee / account holder | $25 | $8,045-99.7% | $7,704-99.7% | $14,480-99.8% |