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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 | $258,474 | $96,558+167.7% | $80,977+219.2% | $273,972-5.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.99% | 15.14%-7.2pp | 17.11%-9.1pp | 41.46%-33.5pp |
| Employer contribution / active EE | $6,438 | $4,869+32.2% | $3,715+73.3% | $4,869+32.2% |
| Participant deferral / active EE | $6,264 | $6,598-5.1% | $5,696+10.0% | $5,287+18.5% |
| Admin fee / account holder | $18 | $7,493-99.8% | $5,517-99.7% | $10,133-99.8% |