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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 | $355,707 | $161,352+120.5% | $134,172+165.1% | $137,256+159.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 15.52% | 28.72%-13.2pp | 25.30%-9.8pp | 220.34%-204.8pp |
| Employer contribution / active EE | $938 | $4,099-77.1% | $3,420-72.6% | $4,156-77.4% |
| Participant deferral / active EE | $1,875 | $5,552-66.2% | $4,690-60.0% | $6,407-70.7% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |