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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 | $126,661+225.8% | $113,397+263.9% | $138,895+197.1% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 13.63% | 25.05%-11.4pp | 23.20%-9.6pp | 145.39%-131.8pp |
| Employer contribution / active EE | $4,367 | $3,456+26.3% | $2,977+46.7% | $4,194+4.1% |
| Participant deferral / active EE | $8,380 | $5,693+47.2% | $5,076+65.1% | $6,396+31.0% |
| Admin fee / account holder | $228 | $14,549-98.4% | $11,957-98.1% | $12,562-98.2% |