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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 | $312,587 | $101,618+207.6% | $93,063+235.9% | $137,256+127.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 25.65% | 223.95%-198.3pp | 34.15%-8.5pp | 220.34%-194.7pp |
| Employer contribution / active EE | $46,632 | $2,707+1622.6% | $2,476+1783.3% | $4,156+1022.0% |
| Participant deferral / active EE | $26,096 | $4,279+509.8% | $3,958+559.3% | $6,407+307.3% |
| Admin fee / account holder | $72 | $6,198-98.8% | $6,033-98.8% | $12,270-99.4% |