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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 | $102,609+180.0% | $98,090+192.9% | $138,895+106.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 27.26% | 36.44%-9.2pp | 37.05%-9.8pp | 145.39%-118.1pp |
| Employer contribution / active EE | $40,500 | $3,867+947.3% | $3,606+1023.0% | $4,194+865.6% |
| Participant deferral / active EE | $22,501 | $8,167+175.5% | $7,845+186.8% | $6,396+251.8% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |