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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 | $115,225+122.6% | $100,712+154.6% | $138,895+84.6% |
| Participation rate | 92.3% | 74.3%+18.0pp | 69.3%+23.0pp | 79.9%+12.4pp |
| Annual return | 15.22% | 40.35%-25.1pp | 33.27%-18.0pp | 145.39%-130.2pp |
| Employer contribution / active EE | $2,253 | $2,771-18.7% | $2,313-2.6% | $4,194-46.3% |
| Participant deferral / active EE | $8,579 | $4,699+82.6% | $4,085+110.0% | $6,396+34.1% |
| Admin fee / account holder | $251 | $10,844-97.7% | $9,256-97.3% | $12,562-98.0% |