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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 | $353,945 | $99,053+257.3% | $88,179+301.4% | $138,895+154.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 16.83% | 78.17%-61.3pp | 64.97%-48.1pp | 145.39%-128.6pp |
| Employer contribution / active EE | $2,000 | $2,882-30.6% | $2,549-21.5% | $4,194-52.3% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $88 | $8,748-99.0% | $7,673-98.9% | $12,562-99.3% |