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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 | $306,885 | $110,337+178.1% | $102,383+199.7% | $145,877+110.4% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 12.97% | 24.83%-11.9pp | 24.94%-12.0pp | 551.28%-538.3pp |
| Employer contribution / active EE | $10,585 | $4,216+151.1% | $3,870+173.5% | $4,663+127.0% |
| Participant deferral / active EE | $14,196 | $5,621+152.6% | $5,060+180.6% | $6,691+112.2% |
| Admin fee / account holder | $121 | $9,750-98.8% | $8,391-98.6% | $13,402-99.1% |