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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 | $282,093 | $211,224+33.6% | $178,505+58.0% | $145,897+93.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.14% | 30.28%-20.1pp | 27.16%-17.0pp | 552.29%-542.1pp |
| Employer contribution / active EE | $3,414 | $4,577-25.4% | $3,955-13.7% | $4,663-26.8% |
| Participant deferral / active EE | $30,500 | $6,966+337.9% | $6,280+385.6% | $6,689+356.0% |
| Admin fee / account holder | $60 | $12,109-99.5% | $10,428-99.4% | $13,390-99.6% |