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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 | $386,794 | $124,425+210.9% | $112,040+245.2% | $137,256+181.8% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 15.63% | 24.72%-9.1pp | 24.52%-8.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,133 | $3,411-8.2% | $2,954+6.1% | $4,156-24.6% |
| Participant deferral / active EE | $2,613 | $5,718-54.3% | $5,098-48.7% | $6,407-59.2% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |