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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 | $342,617 | $184,014+86.2% | $161,149+112.6% | $138,895+146.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 11.69% | 21.52%-9.8pp | 21.16%-9.5pp | 145.39%-133.7pp |
| Employer contribution / active EE | $3,555 | $5,055-29.7% | $4,360-18.5% | $4,194-15.2% |
| Participant deferral / active EE | $4,290 | $6,909-37.9% | $6,153-30.3% | $6,396-32.9% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |