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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 | $298,981 | $110,303+171.1% | $95,759+212.2% | $139,487+114.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 28.28% | 27.19%+1.1pp | 28.42%-0.1pp | 373.84%-345.6pp |
| Employer contribution / active EE | $338 | $3,261-89.6% | $2,836-88.1% | $4,755-92.9% |
| Participant deferral / active EE | $7,163 | $4,674+53.2% | $4,244+68.8% | $6,713+6.7% |
| Admin fee / account holder | $0 | $6,615-100.0% | $5,678-100.0% | $11,407-100.0% |