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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 | $256,970 | $96,562+166.1% | $80,976+217.3% | $273,968-6.2% |
| Participation rate | 90.0% | 79.1%+10.9pp | 75.8%+14.2pp | 83.0%+7.0pp |
| Annual return | 6.09% | 15.14%-9.0pp | 17.10%-11.0pp | 41.45%-35.4pp |
| Employer contribution / active EE | $2,713 | $4,868-44.3% | $3,714-26.9% | $4,869-44.3% |
| Participant deferral / active EE | $11,154 | $6,597+69.1% | $5,696+95.8% | $5,287+111.0% |
| Admin fee / account holder | $11 | $7,493-99.9% | $5,516-99.8% | $10,132-99.9% |