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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 | $107,733+213.2% | $92,985+262.8% | $154,746+118.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 18.62% | 30.39%-11.8pp | 27.99%-9.4pp | 172.34%-153.7pp |
| Employer contribution / active EE | $8,253 | $3,126+164.0% | $2,662+210.0% | $4,379+88.5% |
| Participant deferral / active EE | $16,639 | $5,053+229.3% | $4,377+280.2% | $6,730+147.2% |
| Admin fee / account holder | $23 | $11,369-99.8% | $9,463-99.8% | $14,365-99.8% |