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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 | $283,643 | $108,912+160.4% | $100,383+182.6% | $145,959+94.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.90% | 57.96%-46.1pp | 49.26%-37.4pp | 561.95%-550.0pp |
| Employer contribution / active EE | $1,195 | $4,423-73.0% | $3,944-69.7% | $4,661-74.4% |
| Participant deferral / active EE | $10,751 | $8,451+27.2% | $8,086+33.0% | $6,689+60.7% |
| Admin fee / account holder | $189 | $9,690-98.0% | $7,900-97.6% | $13,398-98.6% |