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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 | $374,009 | $115,911+222.7% | $100,530+272.0% | $158,950+135.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 22.48% | 34.80%-12.3pp | 30.89%-8.4pp | 302.91%-280.4pp |
| Employer contribution / active EE | $4,914 | $4,104+19.7% | $3,418+43.8% | $4,762+3.2% |
| Participant deferral / active EE | $13,623 | $6,676+104.1% | $6,271+117.2% | $5,983+127.7% |
| Admin fee / account holder | $7 | $10,999-99.9% | $8,083-99.9% | $11,248-99.9% |