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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 | $287,343 | $107,421+167.5% | $182,262+57.7% | $94,015+205.6% |
| Participation rate | 82.2% | 77.8%+4.4pp | 84.2%-2.0pp | 70.8%+11.4pp |
| Annual return | 12.98% | 21.32%-8.3pp | 140.60%-127.6pp | 17.84%-4.9pp |
| Employer contribution / active EE | $13,604 | $3,448+294.6% | $5,046+169.6% | $2,790+387.6% |
| Participant deferral / active EE | $9,938 | $6,558+51.5% | $8,276+20.1% | $4,249+133.9% |
| Admin fee / account holder | $213 | $8,692-97.6% | $16,712-98.7% | $8,951-97.6% |