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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 | $315,526 | $97,078+225.0% | $103,065+206.1% | $145,897+116.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 11.38% | 25.49%-14.1pp | 23.95%-12.6pp | 552.29%-540.9pp |
| Employer contribution / active EE | $2,851 | $4,680-39.1% | $4,675-39.0% | $4,663-38.9% |
| Participant deferral / active EE | $21,635 | $6,601+227.7% | $6,625+226.6% | $6,689+223.4% |
| Admin fee / account holder | $35 | $12,505-99.7% | $9,349-99.6% | $13,390-99.7% |