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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 | $263,822 | $135,956+94.0% | $123,894+112.9% | $273,972-3.7% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 12.54% | 56.63%-44.1pp | 47.52%-35.0pp | 41.46%-28.9pp |
| Employer contribution / active EE | $1,899 | $5,170-63.3% | $4,617-58.9% | $4,869-61.0% |
| Participant deferral / active EE | $14,048 | $6,343+121.5% | $5,984+134.7% | $5,287+165.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |