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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 | $290,773 | $162,967+78.4% | $135,792+114.1% | $138,895+109.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 18.81% | 30.08%-11.3pp | 25.96%-7.1pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,799 | $4,211-57.3% | $3,496-48.5% | $4,194-57.1% |
| Participant deferral / active EE | $5,460 | $5,640-3.2% | $4,759+14.7% | $6,396-14.6% |
| Admin fee / account holder | $0 | $15,306-100.0% | $12,266-100.0% | $12,562-100.0% |