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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 | $443,375 | $228,395+94.1% | $185,861+138.6% | $158,982+178.9% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 20.83% | 40.82%-20.0pp | 35.96%-15.1pp | 302.99%-282.2pp |
| Employer contribution / active EE | $9,343 | $4,968+88.1% | $4,088+128.5% | $4,763+96.2% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |