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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 | $268,728 | $124,425+116.0% | $112,040+139.8% | $137,256+95.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.18% | 24.72%-10.5pp | 24.52%-10.3pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,867 | $3,411-16.0% | $2,954-3.0% | $4,156-31.0% |
| Participant deferral / active EE | $12,084 | $5,718+111.3% | $5,098+137.1% | $6,407+88.6% |
| Admin fee / account holder | $196 | $15,207-98.7% | $12,098-98.4% | $12,270-98.4% |