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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 | $337,378 | $87,166+287.1% | $76,735+339.7% | $137,256+145.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 18.62% | 26.50%-7.9pp | 29.77%-11.1pp | 220.34%-201.7pp |
| Employer contribution / active EE | $8,253 | $2,904+184.2% | $2,454+236.3% | $4,156+98.6% |
| Participant deferral / active EE | $16,639 | $4,726+252.1% | $4,088+307.0% | $6,407+159.7% |
| Admin fee / account holder | $23 | $8,403-99.7% | $7,189-99.7% | $12,270-99.8% |