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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 | $480,350 | $102,609+368.1% | $98,090+389.7% | $138,895+245.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 14.46% | 36.44%-22.0pp | 37.05%-22.6pp | 145.39%-130.9pp |
| Employer contribution / active EE | $1,167 | $3,867-69.8% | $3,606-67.6% | $4,194-72.2% |
| Participant deferral / active EE | $8,556 | $8,167+4.8% | $7,845+9.1% | $6,396+33.8% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |