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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 | $253,065 | $275,752-8.2% | $256,809-1.5% | $198,609+27.4% |
| Participation rate | 87.5% | 89.2%-1.7pp | 88.5%-1.0pp | 82.4%+5.1pp |
| Annual return | 25.05% | 34.81%-9.8pp | 32.73%-7.7pp | 202.70%-177.6pp |
| Employer contribution / active EE | $9,259 | $7,721+19.9% | $7,263+27.5% | $5,055+83.1% |
| Participant deferral / active EE | $7,854 | $10,037-21.7% | $9,520-17.5% | $6,977+12.6% |
| Admin fee / account holder | $14 | $25,716-99.9% | $25,146-99.9% | $19,030-99.9% |