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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 | $297,054 | $103,957+185.7% | $69,182+329.4% | $273,968+8.4% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 8.30% | 35.28%-27.0pp | -21.94%+30.2pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,947 | $1,781+65.4% | $1,205+144.5% | $4,869-39.5% |
| Participant deferral / active EE | $14,000 | $2,716+415.5% | $1,896+638.2% | $5,287+164.8% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |