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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 | $317,741 | $181,896+74.7% | $156,551+103.0% | $273,972+16.0% |
| Participation rate | 92.3% | 88.4%+3.9pp | 84.0%+8.3pp | 83.0%+9.3pp |
| Annual return | 10.61% | 30.74%-20.1pp | 32.23%-21.6pp | 41.46%-30.9pp |
| Employer contribution / active EE | $8,653 | $6,248+38.5% | $5,501+57.3% | $4,869+77.7% |
| Participant deferral / active EE | $4,303 | $5,550-22.5% | $4,871-11.7% | $5,287-18.6% |
| Admin fee / account holder | $40 | $15,560-99.7% | $13,028-99.7% | $10,133-99.6% |