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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 | $344,555 | $108,285+218.2% | $77,552+344.3% | $158,982+116.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 9.24% | 31.69%-22.5pp | 54.82%-45.6pp | 302.99%-293.8pp |
| Employer contribution / active EE | $1,358 | $1,325+2.5% | $987+37.7% | $4,763-71.5% |
| Participant deferral / active EE | $526 | $2,455-78.6% | $1,861-71.7% | $5,983-91.2% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |