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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 | $251,359 | $112,729+123.0% | $98,716+154.6% | $137,256+83.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.51% | 38.48%-25.0pp | 31.81%-18.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,921 | $2,725-29.5% | $2,279-15.7% | $4,156-53.8% |
| Participant deferral / active EE | $8,470 | $4,640+82.5% | $4,048+109.2% | $6,407+32.2% |
| Admin fee / account holder | $269 | $10,129-97.3% | $8,703-96.9% | $12,270-97.8% |