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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 | $302,640 | $92,219+228.2% | $76,768+294.2% | $135,379+123.5% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | 44.46% | 5.46%+39.0pp | 2.43%+42.0pp | 519.79%-475.3pp |
| Employer contribution / active EE | $3,544 | $3,216+10.2% | $2,485+42.6% | $4,779-25.8% |
| Participant deferral / active EE | $5,896 | $4,508+30.8% | $3,852+53.1% | $5,609+5.1% |
| Admin fee / account holder | $19 | $10,749-99.8% | $6,675-99.7% | $10,828-99.8% |