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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 | $470,185 | $107,733+336.4% | $92,985+405.7% | $154,746+203.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 12.50% | 30.39%-17.9pp | 27.99%-15.5pp | 172.34%-159.8pp |
| Employer contribution / active EE | $5,308 | $3,126+69.8% | $2,662+99.4% | $4,379+21.2% |
| Participant deferral / active EE | $21,927 | $5,053+333.9% | $4,377+401.0% | $6,730+225.8% |
| Admin fee / account holder | $249 | $11,369-97.8% | $9,463-97.4% | $14,365-98.3% |