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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 | $262,728 | $201,370+30.5% | $184,256+42.6% | $145,897+80.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.34% | 29.05%-17.7pp | 28.85%-17.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $5,649 | $7,024-19.6% | $6,427-12.1% | $4,663+21.1% |
| Participant deferral / active EE | $15,542 | $9,808+58.5% | $9,133+70.2% | $6,689+132.3% |
| Admin fee / account holder | $239 | $16,364-98.5% | $13,899-98.3% | $13,390-98.2% |