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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 | $368,033 | $162,967+125.8% | $135,792+171.0% | $138,895+165.0% |
| Participation rate | 85.7% | 78.3%+7.4pp | 72.6%+13.1pp | 79.9%+5.8pp |
| Annual return | 14.29% | 30.08%-15.8pp | 25.96%-11.7pp | 145.39%-131.1pp |
| Employer contribution / active EE | $4,265 | $4,211+1.3% | $3,496+22.0% | $4,194+1.7% |
| Participant deferral / active EE | $11,103 | $5,640+96.8% | $4,759+133.3% | $6,396+73.6% |
| Admin fee / account holder | $172 | $15,306-98.9% | $12,266-98.6% | $12,562-98.6% |