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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 | $278,273 | $81,487+241.5% | $102,412+171.7% | $80,935+243.8% |
| Participation rate | 74.2% | 66.8%+7.4pp | 74.5%-0.3pp | 67.7%+6.5pp |
| Annual return | 14.46% | 25.60%-11.1pp | 24.94%-10.5pp | 35.66%-21.2pp |
| Employer contribution / active EE | $3,872 | $3,103+24.8% | $3,8700% | $2,757+40.4% |
| Participant deferral / active EE | $7,193 | $3,871+85.8% | $5,060+42.2% | $4,299+67.3% |
| Admin fee / account holder | $195 | $6,717-97.1% | $8,388-97.7% | $6,924-97.2% |