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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 | $253,663 | $127,387+99.1% | $115,038+120.5% | $125,389+102.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.19% | 31.28%-33.5pp | 26.14%-28.3pp | 282.24%-284.4pp |
| Employer contribution / active EE | $9,955 | $5,166+92.7% | $4,608+116.0% | $4,866+104.6% |
| Participant deferral / active EE | $9,561 | $6,423+48.9% | $6,026+58.6% | $5,352+78.7% |
| Admin fee / account holder | $288 | $9,516-97.0% | $8,175-96.5% | $9,541-97.0% |