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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 | $281,386 | $124,425+126.1% | $112,040+151.1% | $137,256+105.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.89% | 24.72%-4.8pp | 24.52%-4.6pp | 220.34%-200.5pp |
| Employer contribution / active EE | $14,701 | $3,411+330.9% | $2,954+397.7% | $4,156+253.7% |
| Participant deferral / active EE | $9,201 | $5,718+60.9% | $5,098+80.5% | $6,407+43.6% |
| Admin fee / account holder | $52 | $15,207-99.7% | $12,098-99.6% | $12,270-99.6% |