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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 | $256,453 | $112,729+127.5% | $98,716+159.8% | $137,256+86.8% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.3%+23.0pp | 80.0%+12.3pp |
| Annual return | 15.22% | 38.48%-23.3pp | 31.81%-16.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,253 | $2,725-17.3% | $2,279-1.1% | $4,156-45.8% |
| Participant deferral / active EE | $8,579 | $4,640+84.9% | $4,048+111.9% | $6,407+33.9% |
| Admin fee / account holder | $251 | $10,129-97.5% | $8,703-97.1% | $12,270-98.0% |