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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 | $274,271 | $211,224+29.8% | $178,505+53.6% | $145,897+88.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.84% | 30.28%-21.4pp | 27.16%-18.3pp | 552.29%-543.4pp |
| Employer contribution / active EE | $3,171 | $4,577-30.7% | $3,955-19.8% | $4,663-32.0% |
| Participant deferral / active EE | $27,450 | $6,966+294.1% | $6,280+337.1% | $6,689+310.4% |
| Admin fee / account holder | $126 | $12,109-99.0% | $10,428-98.8% | $13,390-99.1% |