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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 | $328,263 | $88,996+268.9% | $78,004+320.8% | $138,895+136.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 16.84% | 28.03%-11.2pp | 31.07%-14.2pp | 145.39%-128.6pp |
| Employer contribution / active EE | $2,660 | $2,917-8.8% | $2,469+7.7% | $4,194-36.6% |
| Participant deferral / active EE | $10,297 | $4,724+118.0% | $4,092+151.7% | $6,396+61.0% |
| Admin fee / account holder | $0 | $8,807-100.0% | $7,578-100.0% | $12,562-100.0% |