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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 | $278,877 | $88,707+214.4% | $74,184+275.9% | $273,972+1.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.09% | 11.94%-4.9pp | 17.74%-10.6pp | 41.46%-34.4pp |
| Employer contribution / active EE | $10,396 | $3,159+229.1% | $2,370+338.6% | $4,869+113.5% |
| Participant deferral / active EE | $12,335 | $4,212+192.9% | $3,550+247.5% | $5,287+133.3% |
| Admin fee / account holder | $145 | $8,717-98.3% | $5,586-97.4% | $10,133-98.6% |