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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 | $269,344 | $110,337+144.1% | $102,383+163.1% | $145,877+84.6% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 22.94% | 24.83%-1.9pp | 24.94%-2.0pp | 551.28%-528.3pp |
| Employer contribution / active EE | $16,389 | $4,216+288.7% | $3,870+323.4% | $4,663+251.5% |
| Participant deferral / active EE | $11,099 | $5,621+97.5% | $5,060+119.4% | $6,691+65.9% |
| Admin fee / account holder | $5 | $9,750-100.0% | $8,391-99.9% | $13,402-100.0% |