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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 | $631,815 | $100,970+525.7% | $96,576+554.2% | $137,256+360.3% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 14.75% | 38.16%-23.4pp | 38.47%-23.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $3,798 | $3,809-0.3% | $3,553+6.9% | $4,156-8.6% |
| Participant deferral / active EE | $18,461 | $8,286+122.8% | $7,956+132.0% | $6,407+188.2% |
| Admin fee / account holder | $180 | $11,312-98.4% | $11,381-98.4% | $12,270-98.5% |