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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 | $287,309 | $100,970+184.6% | $96,576+197.5% | $137,256+109.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 27.26% | 38.16%-10.9pp | 38.47%-11.2pp | 220.34%-193.1pp |
| Employer contribution / active EE | $40,500 | $3,809+963.2% | $3,553+1039.8% | $4,156+874.5% |
| Participant deferral / active EE | $22,501 | $8,286+171.5% | $7,956+182.8% | $6,407+251.2% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |