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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 | $297,368 | $213,785+39.1% | $185,441+60.4% | $155,188+91.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 9.69% | 19.97%-10.3pp | 20.16%-10.5pp | 148.84%-139.2pp |
| Employer contribution / active EE | $3,820 | $5,393-29.2% | $4,672-18.2% | $4,248-10.1% |
| Participant deferral / active EE | $23,419 | $6,864+241.2% | $6,152+280.7% | $6,531+258.6% |
| Admin fee / account holder | $190 | $21,134-99.1% | $17,890-98.9% | $14,480-98.7% |