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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 | $347,445 | $123,155+182.1% | $108,753+219.5% | $155,188+123.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 8.75% | 44.73%-36.0pp | 37.47%-28.7pp | 148.84%-140.1pp |
| Employer contribution / active EE | $3,316 | $2,811+18.0% | $2,427+36.7% | $4,248-21.9% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $21 | $12,126-99.8% | $10,320-99.8% | $14,480-99.9% |