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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 | $418,268 | $181,896+129.9% | $156,551+167.2% | $273,972+52.7% |
| Participation rate | 92.3% | 88.4%+3.9pp | 84.0%+8.3pp | 83.0%+9.3pp |
| Annual return | 8.17% | 30.74%-22.6pp | 32.23%-24.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $2,379 | $6,248-61.9% | $5,501-56.7% | $4,869-51.1% |
| Participant deferral / active EE | $6,833 | $5,550+23.1% | $4,871+40.3% | $5,287+29.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |