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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 | $289,144 | $117,895+145.3% | $102,460+182.2% | $145,897+98.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.79% | 31.92%-22.1pp | 29.47%-19.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $2,930 | $3,619-19.0% | $3,025-3.1% | $4,663-37.2% |
| Participant deferral / active EE | $17,000 | $5,736+196.4% | $5,056+236.2% | $6,689+154.1% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |