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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 | $355,459 | $124,980+184.4% | $108,359+228.0% | $154,746+129.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.13% | 45.00%-28.9pp | 36.89%-20.8pp | 172.34%-156.2pp |
| Employer contribution / active EE | $2,814 | $2,851-1.3% | $2,399+17.3% | $4,379-35.7% |
| Participant deferral / active EE | $22,625 | $4,743+377.0% | $4,137+446.9% | $6,730+236.2% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |