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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 | $97,765+222.7% | $103,486+204.9% | $145,884+116.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.38% | 25.44%-14.1pp | 23.93%-12.5pp | 551.85%-540.5pp |
| Employer contribution / active EE | $2,851 | $4,687-39.2% | $4,679-39.1% | $4,662-38.9% |
| Participant deferral / active EE | $21,635 | $6,606+227.5% | $6,628+226.4% | $6,690+223.4% |
| Admin fee / account holder | $35 | $12,505-99.7% | $9,354-99.6% | $13,392-99.7% |