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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 | $307,539 | $104,650+193.9% | $83,854+266.8% | $155,188+98.2% |
| Participation rate | 75.0% | 65.1%+9.9pp | 59.1%+15.9pp | 80.8%-5.8pp |
| Annual return | 23.97% | 28.97%-5.0pp | 31.39%-7.4pp | 148.84%-124.9pp |
| Employer contribution / active EE | $1,749 | $1,196+46.2% | $1,017+71.9% | $4,248-58.8% |
| Participant deferral / active EE | $9,610 | $2,367+306.0% | $2,035+372.2% | $6,531+47.1% |
| Admin fee / account holder | $144 | $3,518-95.9% | $3,197-95.5% | $14,480-99.0% |