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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 | $464,254 | $97,125+378.0% | $86,233+438.4% | $137,256+238.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 11.94% | 74.19%-62.2pp | 61.39%-49.4pp | 220.34%-208.4pp |
| Employer contribution / active EE | $4,510 | $2,841+58.7% | $2,504+80.1% | $4,156+8.5% |
| Participant deferral / active EE | $9,100 | $5,180+75.7% | $4,559+99.6% | $6,407+42.0% |
| Admin fee / account holder | $177 | $9,725-98.2% | $8,342-97.9% | $12,270-98.6% |