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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 | $136,860+201.5% | $120,344+242.9% | $154,746+166.7% |
| Participation rate | 83.3% | 79.9%+3.4pp | 76.7%+6.6pp | 80.7%+2.6pp |
| Annual return | 13.63% | 21.38%-7.7pp | 20.30%-6.7pp | 172.34%-158.7pp |
| Employer contribution / active EE | $4,367 | $3,533+23.6% | $3,020+44.6% | $4,379-0.3% |
| Participant deferral / active EE | $8,380 | $5,793+44.6% | $5,135+63.2% | $6,730+24.5% |
| Admin fee / account holder | $228 | $15,393-98.5% | $12,742-98.2% | $14,365-98.4% |