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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 | $252,685 | $112,729+124.2% | $98,716+156.0% | $137,256+84.1% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.3%+8.5pp | 80.0%-2.2pp |
| Annual return | 18.87% | 38.48%-19.6pp | 31.81%-12.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,032 | $2,725-25.4% | $2,279-10.8% | $4,156-51.1% |
| Participant deferral / active EE | $3,303 | $4,640-28.8% | $4,048-18.4% | $6,407-48.4% |
| Admin fee / account holder | $7 | $10,129-99.9% | $8,703-99.9% | $12,270-99.9% |