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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 | $324,652 | $103,949+212.3% | $69,182+369.3% | $273,972+18.5% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 2.99% | 35.28%-32.3pp | -21.93%+24.9pp | 41.46%-38.5pp |
| Employer contribution / active EE | $19,858 | $1,783+1013.7% | $1,206+1546.3% | $4,869+307.9% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $281 | $3,671-92.3% | $2,697-89.6% | $10,133-97.2% |