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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 | $100,970+169.6% | $96,576+181.9% | $137,256+98.3% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 20.64% | 38.16%-17.5pp | 38.47%-17.8pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,460 | $3,809-61.7% | $3,553-58.9% | $4,156-64.9% |
| Participant deferral / active EE | $8,512 | $8,286+2.7% | $7,956+7.0% | $6,407+32.9% |
| Admin fee / account holder | $66 | $11,312-99.4% | $11,381-99.4% | $12,270-99.5% |