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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 | $296,505 | $254,759+16.4% | $216,567+36.9% | $198,609+49.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 18.00% | 10.04%+8.0pp | 12.94%+5.1pp | 202.70%-184.7pp |
| Employer contribution / active EE | $2,710 | $6,096-55.5% | $5,216-48.0% | $5,055-46.4% |
| Participant deferral / active EE | $9,358 | $6,948+34.7% | $6,191+51.2% | $6,977+34.1% |
| Admin fee / account holder | $49 | $26,311-99.8% | $21,981-99.8% | $19,030-99.7% |