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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 | $251,971 | $140,578+79.2% | $100,671+150.3% | $125,389+101.0% |
| Participation rate | 85.7% | 80.4%+5.3pp | 70.7%+15.0pp | 83.2%+2.5pp |
| Annual return | -2.30% | 24.67%-27.0pp | 20.43%-22.7pp | 282.24%-284.5pp |
| Employer contribution / active EE | $11,136 | $5,965+86.7% | $4,012+177.6% | $4,866+128.8% |
| Participant deferral / active EE | $11,046 | $3,981+177.5% | $3,144+251.4% | $5,352+106.4% |
| Admin fee / account holder | -$1,674 | $6,716-124.9% | $4,850-134.5% | $9,541-117.5% |