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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 | $322,314 | $118,496+172.0% | $98,461+227.4% | $139,466+131.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 23.23% | 18.96%+4.3pp | 21.17%+2.1pp | 373.66%-350.4pp |
| Employer contribution / active EE | $1,656 | $3,611-54.1% | $3,049-45.7% | $4,754-65.2% |
| Participant deferral / active EE | $19,033 | $5,393+252.9% | $4,738+301.7% | $6,712+183.6% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |