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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 | $299,616 | $87,166+243.7% | $76,735+290.5% | $137,256+118.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.87% | 26.50%-9.6pp | 29.77%-12.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,606 | $2,904-10.3% | $2,454+6.2% | $4,156-37.3% |
| Participant deferral / active EE | $13,859 | $4,726+193.2% | $4,088+239.0% | $6,407+116.3% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |