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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 | $407,377 | $162,821+150.2% | $133,978+204.1% | $158,982+156.2% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 17.00% | 41.95%-24.9pp | 45.10%-28.1pp | 302.99%-286.0pp |
| Employer contribution / active EE | $2,918 | $4,976-41.4% | $3,919-25.6% | $4,763-38.7% |
| Participant deferral / active EE | $8,748 | $5,910+48.0% | $5,047+73.3% | $5,983+46.2% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |