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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 | $285,101 | $105,623+169.9% | $87,502+225.8% | $273,972+4.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 3.78% | 12.26%-8.5pp | 12.21%-8.4pp | 41.46%-37.7pp |
| Employer contribution / active EE | $4,595 | $3,141+46.3% | $2,550+80.2% | $4,869-5.6% |
| Participant deferral / active EE | $8,621 | $3,601+139.4% | $3,149+173.8% | $5,287+63.0% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |