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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 | $296,464 | $106,974+177.1% | $90,796+226.5% | $138,895+113.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 20.62% | 20.10%+0.5pp | 19.29%+1.3pp | 145.39%-124.8pp |
| Employer contribution / active EE | $2,679 | $2,609+2.7% | $2,294+16.8% | $4,194-36.1% |
| Participant deferral / active EE | $15,611 | $4,455+250.4% | $3,822+308.5% | $6,396+144.1% |
| Admin fee / account holder | $16 | $8,626-99.8% | $7,024-99.8% | $12,562-99.9% |