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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 | $314,143 | $138,312+127.1% | $122,979+155.4% | $155,188+102.4% |
| Participation rate | 80.0% | 80.2%-0.2pp | 77.2%+2.8pp | 80.8%-0.8pp |
| Annual return | 17.04% | 22.06%-5.0pp | 20.12%-3.1pp | 148.84%-131.8pp |
| Employer contribution / active EE | $2,416 | $3,530-31.6% | $3,062-21.1% | $4,248-43.1% |
| Participant deferral / active EE | $4,347 | $5,592-22.3% | $5,003-13.1% | $6,531-33.4% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |