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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 | $264,319 | $85,060+210.7% | $70,565+274.6% | $139,487+89.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 18.53% | 30.39%-11.9pp | 32.79%-14.3pp | 373.84%-355.3pp |
| Employer contribution / active EE | $3,856 | $3,912-1.4% | $2,976+29.6% | $4,755-18.9% |
| Participant deferral / active EE | $13,457 | $5,891+128.4% | $4,568+194.6% | $6,713+100.5% |
| Admin fee / account holder | $146 | $8,932-98.4% | $6,430-97.7% | $11,407-98.7% |