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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 | $100,279+239.8% | $81,353+318.9% | $145,884+133.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.46% | 34.49%-24.0pp | 24.82%-14.4pp | 551.85%-541.4pp |
| Employer contribution / active EE | $1,273 | $2,979-57.3% | $2,464-48.3% | $4,662-72.7% |
| Participant deferral / active EE | $10,020 | $4,611+117.3% | $3,885+157.9% | $6,690+49.8% |
| Admin fee / account holder | $0 | $8,206-100.0% | $5,766-100.0% | $13,392-100.0% |