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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 | $329,025 | $127,790+157.5% | $106,555+208.8% | $167,536+96.4% |
| Participation rate | 83.3% | 78.3%+5.1pp | 76.1%+7.2pp | 82.1%+1.2pp |
| Annual return | 14.49% | 33.88%-19.4pp | 26.80%-12.3pp | 478.82%-464.3pp |
| Employer contribution / active EE | $2,068 | $3,428-39.7% | $2,819-26.6% | $4,839-57.3% |
| Participant deferral / active EE | $10,264 | $5,088+101.7% | $4,399+133.3% | $6,342+61.8% |
| Admin fee / account holder | $8 | $11,229-99.9% | $7,408-99.9% | $12,315-99.9% |