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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 | $308,938 | $117,895+162.0% | $102,460+201.5% | $145,897+111.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.63% | 31.92%-17.3pp | 29.47%-14.8pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,860 | $3,619-48.6% | $3,025-38.5% | $4,663-60.1% |
| Participant deferral / active EE | $4,244 | $5,736-26.0% | $5,056-16.1% | $6,689-36.6% |
| Admin fee / account holder | $42 | $13,353-99.7% | $9,460-99.6% | $13,390-99.7% |