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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 | $277,572 | $153,769+80.5% | $133,975+107.2% | $273,972+1.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.51% | 36.51%-26.0pp | 29.29%-18.8pp | 41.46%-30.9pp |
| Employer contribution / active EE | $10,350 | $6,029+71.7% | $5,211+98.6% | $4,869+112.6% |
| Participant deferral / active EE | $10,741 | $6,958+54.4% | $6,282+71.0% | $5,287+103.1% |
| Admin fee / account holder | $30 | $11,765-99.7% | $9,324-99.7% | $10,133-99.7% |