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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 | $294,406 | $138,312+112.9% | $122,979+139.4% | $155,188+89.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 14.69% | 22.06%-7.4pp | 20.12%-5.4pp | 148.84%-134.1pp |
| Employer contribution / active EE | $8,408 | $3,530+138.1% | $3,062+174.5% | $4,248+97.9% |
| Participant deferral / active EE | $11,569 | $5,592+106.9% | $5,003+131.2% | $6,531+77.1% |
| Admin fee / account holder | $10 | $15,089-99.9% | $12,864-99.9% | $14,480-99.9% |