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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 | $272,239 | $107,666+152.9% | $102,184+166.4% | $154,746+75.9% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.6%+0.7pp | 80.7%+2.6pp |
| Annual return | 20.64% | 29.33%-8.7pp | 31.58%-10.9pp | 172.34%-151.7pp |
| Employer contribution / active EE | $1,460 | $3,846-62.0% | $3,594-59.4% | $4,379-66.7% |
| Participant deferral / active EE | $8,512 | $8,719-2.4% | $8,309+2.4% | $6,730+26.5% |
| Admin fee / account holder | $66 | $12,943-99.5% | $11,609-99.4% | $14,365-99.5% |