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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 | $302,402 | $153,769+96.7% | $133,975+125.7% | $273,972+10.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.09% | 36.51%-29.4pp | 29.29%-22.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $4,006 | $6,029-33.6% | $5,211-23.1% | $4,869-17.7% |
| Participant deferral / active EE | $14,440 | $6,958+107.5% | $6,282+129.9% | $5,287+173.1% |
| Admin fee / account holder | $42 | $11,765-99.6% | $9,324-99.6% | $10,133-99.6% |