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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 | $288,655 | $115,917+149.0% | $100,535+187.1% | $158,982+81.6% |
| Participation rate | 92.9% | 81.6%+11.3pp | 79.4%+13.4pp | 82.0%+10.9pp |
| Annual return | 8.07% | 34.80%-26.7pp | 30.90%-22.8pp | 302.99%-294.9pp |
| Employer contribution / active EE | $3,641 | $4,105-11.3% | $3,419+6.5% | $4,763-23.6% |
| Participant deferral / active EE | $7,915 | $6,677+18.6% | $6,271+26.2% | $5,983+32.3% |
| Admin fee / account holder | $125 | $11,002-98.9% | $8,085-98.5% | $11,252-98.9% |