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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 | $260,813 | $118,467+120.2% | $98,450+164.9% | $139,456+87.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.88% | 18.95%-3.1pp | 21.16%-5.3pp | 373.45%-357.6pp |
| Employer contribution / active EE | $2,170 | $3,611-39.9% | $3,049-28.8% | $4,753-54.4% |
| Participant deferral / active EE | $11,025 | $5,393+104.4% | $4,739+132.7% | $6,711+64.3% |
| Admin fee / account holder | $297 | $14,057-97.9% | $8,961-96.7% | $11,407-97.4% |