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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 | $271,231 | $275,752-1.6% | $256,809+5.6% | $198,609+36.6% |
| Participation rate | 81.8% | 89.2%-7.3pp | 88.5%-6.7pp | 82.4%-0.6pp |
| Annual return | 16.85% | 34.81%-18.0pp | 32.73%-15.9pp | 202.70%-185.8pp |
| Employer contribution / active EE | $11,880 | $7,721+53.9% | $7,263+63.6% | $5,055+135.0% |
| Participant deferral / active EE | $13,494 | $10,037+34.4% | $9,520+41.8% | $6,977+93.4% |
| Admin fee / account holder | $9 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |