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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 | $359,966 | $110,410+226.0% | $102,437+251.4% | $145,897+146.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.66% | 24.85%-10.2pp | 24.95%-10.3pp | 552.29%-537.6pp |
| Employer contribution / active EE | $19,986 | $4,217+373.9% | $3,871+416.4% | $4,663+328.7% |
| Participant deferral / active EE | $7,211 | $5,622+28.3% | $5,060+42.5% | $6,689+7.8% |
| Admin fee / account holder | $88 | $9,745-99.1% | $8,388-99.0% | $13,390-99.3% |