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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 | $382,326 | $99,345+284.8% | $84,753+351.1% | $273,972+39.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.54% | 22.93%-14.4pp | 22.78%-14.2pp | 41.46%-32.9pp |
| Employer contribution / active EE | $14,993 | $4,214+255.8% | $3,574+319.4% | $4,869+207.9% |
| Participant deferral / active EE | $6,991 | $4,270+63.7% | $3,712+88.3% | $5,287+32.2% |
| Admin fee / account holder | $161 | $6,645-97.6% | $5,333-97.0% | $10,133-98.4% |