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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 | $340,780 | $100,147+240.3% | $81,286+319.2% | $145,877+133.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.46% | 34.44%-24.0pp | 24.80%-14.3pp | 551.28%-540.8pp |
| Employer contribution / active EE | $1,273 | $2,977-57.2% | $2,463-48.3% | $4,663-72.7% |
| Participant deferral / active EE | $10,020 | $4,607+117.5% | $3,883+158.0% | $6,691+49.8% |
| Admin fee / account holder | $0 | $8,201-100.0% | $5,764-100.0% | $13,402-100.0% |