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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 | $412,649 | $124,425+231.6% | $112,040+268.3% | $137,256+200.6% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 13.63% | 24.72%-11.1pp | 24.52%-10.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $4,367 | $3,411+28.0% | $2,954+47.8% | $4,156+5.1% |
| Participant deferral / active EE | $8,380 | $5,718+46.5% | $5,098+64.4% | $6,407+30.8% |
| Admin fee / account holder | $228 | $15,207-98.5% | $12,098-98.1% | $12,270-98.1% |