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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 | $275,126 | $110,337+149.4% | $102,383+168.7% | $145,877+88.6% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 21.46% | 24.83%-3.4pp | 24.94%-3.5pp | 551.28%-529.8pp |
| Employer contribution / active EE | $3,647 | $4,216-13.5% | $3,870-5.8% | $4,663-21.8% |
| Participant deferral / active EE | $13,026 | $5,621+131.8% | $5,060+157.4% | $6,691+94.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |