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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 | $201,259+40.1% | $184,200+53.1% | $145,959+93.2% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 25.06% | 28.98%-3.9pp | 28.80%-3.7pp | 561.95%-536.9pp |
| Employer contribution / active EE | $4,857 | $7,018-30.8% | $6,424-24.4% | $4,661+4.2% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |