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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 | $264,219 | $110,307+139.5% | $96,576+173.6% | $139,456+89.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.40% | 26.40%-9.0pp | 25.87%-8.5pp | 373.45%-356.1pp |
| Employer contribution / active EE | $2,601 | $3,619-28.1% | $2,965-12.3% | $4,753-45.3% |
| Participant deferral / active EE | $3,011 | $5,547-45.7% | $4,851-37.9% | $6,711-55.1% |
| Admin fee / account holder | $103 | $11,597-99.1% | $8,253-98.8% | $11,407-99.1% |