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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 | $117,904+162.0% | $102,457+201.5% | $145,978+111.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.63% | 31.80%-17.2pp | 29.41%-14.8pp | 550.52%-535.9pp |
| Employer contribution / active EE | $1,860 | $3,613-48.5% | $3,022-38.4% | $4,662-60.1% |
| Participant deferral / active EE | $4,244 | $5,733-26.0% | $5,054-16.0% | $6,690-36.6% |
| Admin fee / account holder | $42 | $13,329-99.7% | $9,451-99.6% | $13,400-99.7% |