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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 | $482,844 | $136,860+252.8% | $120,344+301.2% | $154,746+212.0% |
| Participation rate | 88.9% | 79.9%+9.0pp | 76.7%+12.2pp | 80.7%+8.2pp |
| Annual return | 18.20% | 21.38%-3.2pp | 20.30%-2.1pp | 172.34%-154.1pp |
| Employer contribution / active EE | $2,660 | $3,533-24.7% | $3,020-11.9% | $4,379-39.2% |
| Participant deferral / active EE | $9,376 | $5,793+61.8% | $5,135+82.6% | $6,730+39.3% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |