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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 | $276,626 | $110,337+150.7% | $102,383+170.2% | $145,877+89.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.21% | 24.83%-8.6pp | 24.94%-8.7pp | 551.28%-535.1pp |
| Employer contribution / active EE | $2,281 | $4,216-45.9% | $3,870-41.1% | $4,663-51.1% |
| Participant deferral / active EE | $6,778 | $5,621+20.6% | $5,060+34.0% | $6,691+1.3% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |