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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 | $334,119 | $100,970+230.9% | $96,576+246.0% | $137,256+143.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.68% | 38.16%-23.5pp | 38.47%-23.8pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,603 | $3,809-57.9% | $3,553-54.9% | $4,156-61.4% |
| Participant deferral / active EE | $2,508 | $8,286-69.7% | $7,956-68.5% | $6,407-60.9% |
| Admin fee / account holder | $24 | $11,312-99.8% | $11,381-99.8% | $12,270-99.8% |