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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 | $393,192 | $182,442+115.5% | $163,379+140.7% | $138,895+183.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 17.80% | 72.74%-54.9pp | 63.41%-45.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $2,635 | $4,159-36.6% | $3,752-29.8% | $4,194-37.2% |
| Participant deferral / active EE | $12,121 | $6,817+77.8% | $6,282+93.0% | $6,396+89.5% |
| Admin fee / account holder | $4 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |