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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 | $273,898 | $94,766+189.0% | $112,923+142.6% | $139,487+96.4% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 16.59% | 40.96%-24.4pp | 34.13%-17.5pp | 373.84%-357.2pp |
| Employer contribution / active EE | $2,938 | $4,636-36.6% | $4,570-35.7% | $4,755-38.2% |
| Participant deferral / active EE | $21,345 | $6,523+227.2% | $6,520+227.4% | $6,713+218.0% |
| Admin fee / account holder | $31 | $8,529-99.6% | $7,046-99.6% | $11,407-99.7% |