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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 | $271,153 | $105,960+155.9% | $81,726+231.8% | $158,982+70.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 13.32% | 38.19%-24.9pp | 29.49%-16.2pp | 302.99%-289.7pp |
| Employer contribution / active EE | $16,786 | $7,805+115.1% | $4,311+289.4% | $4,763+252.4% |
| Participant deferral / active EE | $8,882 | $13,011-31.7% | $7,108+25.0% | $5,983+48.4% |
| Admin fee / account holder | $0 | $8,494-100.0% | $5,160-100.0% | $11,252-100.0% |