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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 | $302,121 | $153,311+97.1% | $109,313+176.4% | $273,972+10.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 9.17% | 29.86%-20.7pp | 22.07%-12.9pp | 41.46%-32.3pp |
| Employer contribution / active EE | $9,831 | $5,619+75.0% | $3,892+152.6% | $4,869+101.9% |
| Participant deferral / active EE | $17,431 | $3,932+343.3% | $3,166+450.5% | $5,287+229.7% |
| Admin fee / account holder | $30 | $8,076-99.6% | $5,666-99.5% | $10,133-99.7% |