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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 | $298,107 | $88,672+236.2% | $105,223+183.3% | $82,448+261.6% |
| Participation rate | 89.7% | 67.9%+21.7pp | 75.0%+14.6pp | 68.1%+21.6pp |
| Annual return | 17.81% | 30.86%-13.0pp | 180.65%-162.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $4,271 | $3,048+40.1% | $3,689+15.8% | $2,551+67.4% |
| Participant deferral / active EE | $8,425 | $4,036+108.7% | $5,072+66.1% | $4,139+103.5% |
| Admin fee / account holder | $250 | $7,146-96.5% | $8,859-97.2% | $7,234-96.5% |