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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 | $403,301 | $110,337+265.5% | $102,383+293.9% | $145,877+176.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 28.13% | 24.83%+3.3pp | 24.94%+3.2pp | 551.28%-523.2pp |
| Employer contribution / active EE | $11,037 | $4,216+161.8% | $3,870+185.2% | $4,663+136.7% |
| Participant deferral / active EE | $13,266 | $5,621+136.0% | $5,060+162.2% | $6,691+98.3% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |