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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 | $279,060 | $117,846+136.8% | $102,434+172.4% | $145,884+91.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.39% | 31.90%-17.5pp | 29.46%-15.1pp | 551.85%-537.5pp |
| Employer contribution / active EE | $1,917 | $3,615-47.0% | $3,023-36.6% | $4,662-58.9% |
| Participant deferral / active EE | $16,259 | $5,733+183.6% | $5,055+221.6% | $6,690+143.0% |
| Admin fee / account holder | $20 | $13,356-99.9% | $9,462-99.8% | $13,392-99.9% |