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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 | $282,050 | $201,370+40.1% | $184,256+53.1% | $145,897+93.3% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 25.06% | 29.05%-4.0pp | 28.85%-3.8pp | 552.29%-527.2pp |
| Employer contribution / active EE | $4,857 | $7,024-30.8% | $6,427-24.4% | $4,663+4.2% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |