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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 | $254,933 | $105,623+141.4% | $87,502+191.3% | $273,972-6.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 10.26% | 12.26%-2.0pp | 12.21%-2.0pp | 41.46%-31.2pp |
| Employer contribution / active EE | $9,772 | $3,141+211.2% | $2,550+283.3% | $4,869+100.7% |
| Participant deferral / active EE | $8,085 | $3,601+124.5% | $3,149+156.8% | $5,287+52.9% |
| Admin fee / account holder | $47 | $4,781-99.0% | $4,221-98.9% | $10,133-99.5% |