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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 | $326,866 | $162,821+100.8% | $133,978+144.0% | $158,982+105.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.42% | 41.95%-27.5pp | 45.10%-30.7pp | 302.99%-288.6pp |
| Employer contribution / active EE | $5,042 | $4,976+1.3% | $3,919+28.7% | $4,763+5.9% |
| Participant deferral / active EE | $19,403 | $5,910+228.3% | $5,047+284.4% | $5,983+224.3% |
| Admin fee / account holder | $95 | $11,742-99.2% | $8,930-98.9% | $11,252-99.2% |