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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 | $277,729 | $93,346+197.5% | $71,796+286.8% | $273,968+1.4% |
| Participation rate | 77.8% | 76.5%+1.2pp | 69.1%+8.7pp | 83.0%-5.2pp |
| Annual return | 6.49% | 130.39%-123.9pp | 78.04%-71.6pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,531 | $2,733-44.0% | $1,924-20.5% | $4,869-68.6% |
| Participant deferral / active EE | $5,269 | $3,475+51.6% | $2,794+88.6% | $5,287-0.3% |
| Admin fee / account holder | $49 | $6,571-99.3% | $4,815-99.0% | $10,132-99.5% |