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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 | $280,613 | $98,240+185.6% | $82,312+240.9% | $147,586+90.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.77% | 30.85%-21.1pp | 25.88%-16.1pp | 578.59%-568.8pp |
| Employer contribution / active EE | $3,333 | $3,192+4.4% | $2,428+37.3% | $4,876-31.6% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $238 | $8,563-97.2% | $5,608-95.8% | $10,886-97.8% |