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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 | $252,802 | $181,896+39.0% | $156,551+61.5% | $273,972-7.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.50% | 30.74%-24.2pp | 32.23%-25.7pp | 41.46%-35.0pp |
| Employer contribution / active EE | $13,264 | $6,248+112.3% | $5,501+141.1% | $4,869+172.4% |
| Participant deferral / active EE | $6,870 | $5,550+23.8% | $4,871+41.0% | $5,287+29.9% |
| Admin fee / account holder | $91 | $15,560-99.4% | $13,028-99.3% | $10,133-99.1% |