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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 | $418,174 | $182,442+129.2% | $163,379+156.0% | $138,895+201.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 13.27% | 72.74%-59.5pp | 63.41%-50.1pp | 145.39%-132.1pp |
| Employer contribution / active EE | $1,937 | $4,159-53.4% | $3,752-48.4% | $4,194-53.8% |
| Participant deferral / active EE | $21,917 | $6,817+221.5% | $6,282+248.9% | $6,396+242.7% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |