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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 | $283,886 | $149,778+89.5% | $118,946+138.7% | $158,950+78.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.87% | 19.95%-2.1pp | 35.89%-18.0pp | 302.91%-285.0pp |
| Employer contribution / active EE | $2,900 | $4,117-29.6% | $3,263-11.1% | $4,762-39.1% |
| Participant deferral / active EE | $15,667 | $5,225+199.8% | $4,266+267.3% | $5,983+161.9% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,248-100.0% |