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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 | $357,352 | $112,729+217.0% | $98,716+262.0% | $137,256+160.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.98% | 38.48%-18.5pp | 31.81%-11.8pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,951 | $2,725+8.3% | $2,279+29.5% | $4,156-29.0% |
| Participant deferral / active EE | $12,406 | $4,640+167.4% | $4,048+206.5% | $6,407+93.6% |
| Admin fee / account holder | $93 | $10,129-99.1% | $8,703-98.9% | $12,270-99.2% |