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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 | $353,244 | $138,312+155.4% | $122,979+187.2% | $155,188+127.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 14.11% | 22.06%-8.0pp | 20.12%-6.0pp | 148.84%-134.7pp |
| Employer contribution / active EE | $3,800 | $3,530+7.6% | $3,062+24.1% | $4,248-10.5% |
| Participant deferral / active EE | $19,500 | $5,592+248.7% | $5,003+289.8% | $6,531+198.6% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |