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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 | $199,109+48.9% | $173,730+70.7% | $154,746+91.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 18.00% | 20.02%-2.0pp | 19.96%-2.0pp | 172.34%-154.3pp |
| Employer contribution / active EE | $2,710 | $5,311-49.0% | $4,577-40.8% | $4,379-38.1% |
| Participant deferral / active EE | $9,358 | $7,113+31.6% | $6,326+47.9% | $6,730+39.0% |
| Admin fee / account holder | $49 | $20,916-99.8% | $17,523-99.7% | $14,365-99.7% |