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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 | $253,299 | $147,556+71.7% | $129,031+96.3% | $198,609+27.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 18.40% | 37.41%-19.0pp | 34.67%-16.3pp | 202.70%-184.3pp |
| Employer contribution / active EE | $3,499 | $3,645-4.0% | $3,226+8.5% | $5,055-30.8% |
| Participant deferral / active EE | $15,046 | $5,760+161.2% | $5,217+188.4% | $6,977+115.7% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |