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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 | $265,810 | $118,708+123.9% | $98,920+168.7% | $158,982+67.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 11.80% | 372.49%-360.7pp | 196.47%-184.7pp | 302.99%-291.2pp |
| Employer contribution / active EE | $2,502 | $3,334-25.0% | $2,689-7.0% | $4,763-47.5% |
| Participant deferral / active EE | $6,940 | $5,089+36.4% | $4,245+63.5% | $5,983+16.0% |
| Admin fee / account holder | $251 | $10,134-97.5% | $6,643-96.2% | $11,252-97.8% |