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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 | $597,149 | $275,752+116.6% | $256,809+132.5% | $198,609+200.7% |
| Participation rate | 88.9% | 89.2%-0.3pp | 88.5%+0.4pp | 82.4%+6.5pp |
| Annual return | 16.20% | 34.81%-18.6pp | 32.73%-16.5pp | 202.70%-186.5pp |
| Employer contribution / active EE | $7,738 | $7,721+0.2% | $7,263+6.5% | $5,055+53.1% |
| Participant deferral / active EE | $13,957 | $10,037+39.1% | $9,520+46.6% | $6,977+100.0% |
| Admin fee / account holder | $81 | $25,716-99.7% | $25,146-99.7% | $19,030-99.6% |