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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 | $299,296 | $140,592+112.9% | $123,106+143.1% | $125,388+138.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 4.73% | 16.80%-12.1pp | 13.22%-8.5pp | 282.24%-277.5pp |
| Employer contribution / active EE | $6,594 | $6,041+9.1% | $5,151+28.0% | $4,866+35.5% |
| Participant deferral / active EE | $6,686 | $6,980-4.2% | $6,229+7.3% | $5,352+24.9% |
| Admin fee / account holder | $75 | $11,198-99.3% | $9,015-99.2% | $9,541-99.2% |