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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 | $342,688 | $97,125+252.8% | $86,233+297.4% | $137,256+149.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.15% | 74.19%-57.0pp | 61.39%-44.2pp | 220.34%-203.2pp |
| Employer contribution / active EE | $8,893 | $2,841+213.0% | $2,504+255.1% | $4,156+114.0% |
| Participant deferral / active EE | $15,226 | $5,180+194.0% | $4,559+234.0% | $6,407+137.7% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |