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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 | $317,905 | $142,426+123.2% | $115,167+176.0% | $152,909+107.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 17.83% | 41.48%-23.7pp | 35.60%-17.8pp | 345.46%-327.6pp |
| Employer contribution / active EE | $4,154 | $4,011+3.6% | $3,179+30.7% | $4,764-12.8% |
| Participant deferral / active EE | $2,108 | $5,165-59.2% | $4,169-49.4% | $5,851-64.0% |
| Admin fee / account holder | $67 | $8,464-99.2% | $7,089-99.0% | $11,601-99.4% |