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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 | $368,047 | $157,829+133.2% | $136,867+168.9% | $198,609+85.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 15.40% | 51.25%-35.8pp | 42.97%-27.6pp | 202.70%-187.3pp |
| Employer contribution / active EE | $3,257 | $3,923-17.0% | $3,547-8.2% | $5,055-35.6% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $31 | $11,107-99.7% | $10,340-99.7% | $19,030-99.8% |