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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 | $228,317+94.2% | $185,808+138.6% | $158,931+179.0% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 20.83% | 40.81%-20.0pp | 35.95%-15.1pp | 302.86%-282.0pp |
| Employer contribution / active EE | $9,343 | $4,964+88.2% | $4,086+128.7% | $4,761+96.2% |
| Participant deferral / active EE | $0 | $6,415-100.0% | $5,632-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $11,865-100.0% | $9,501-100.0% | $11,247-100.0% |