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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 | $365,145 | $211,239+72.9% | $178,528+104.5% | $145,877+150.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.36% | 30.22%-12.9pp | 27.11%-9.7pp | 551.28%-533.9pp |
| Employer contribution / active EE | $1,458 | $4,570-68.1% | $3,950-63.1% | $4,663-68.7% |
| Participant deferral / active EE | $10,074 | $6,963+44.7% | $6,278+60.5% | $6,691+50.6% |
| Admin fee / account holder | $8 | $12,095-99.9% | $10,419-99.9% | $13,402-99.9% |