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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 | $287,291 | $199,109+44.3% | $173,730+65.4% | $154,746+85.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.16% | 20.02%-7.9pp | 19.96%-7.8pp | 172.34%-160.2pp |
| Employer contribution / active EE | $2,500 | $5,311-52.9% | $4,577-45.4% | $4,379-42.9% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $105 | $20,916-99.5% | $17,523-99.4% | $14,365-99.3% |