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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 | $263,879 | $136,860+92.8% | $120,344+119.3% | $154,746+70.5% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.7%+3.3pp | 80.7%-0.7pp |
| Annual return | 16.90% | 21.38%-4.5pp | 20.30%-3.4pp | 172.34%-155.4pp |
| Employer contribution / active EE | $10,811 | $3,533+206.0% | $3,020+258.0% | $4,379+146.9% |
| Participant deferral / active EE | $12,774 | $5,793+120.5% | $5,135+148.8% | $6,730+89.8% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |