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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 | $343,362 | $184,014+86.6% | $161,149+113.1% | $138,895+147.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 15.55% | 21.52%-6.0pp | 21.16%-5.6pp | 145.39%-129.8pp |
| Employer contribution / active EE | $3,371 | $5,055-33.3% | $4,360-22.7% | $4,194-19.6% |
| Participant deferral / active EE | $17,867 | $6,909+158.6% | $6,153+190.4% | $6,396+179.3% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |