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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 | $271,808 | $215,361+26.2% | $171,082+58.9% | $273,972-0.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.72% | 25.14%-17.4pp | 32.56%-24.8pp | 41.46%-33.7pp |
| Employer contribution / active EE | $7,930 | $4,967+59.6% | $4,002+98.1% | $4,869+62.9% |
| Participant deferral / active EE | $11,555 | $5,543+108.5% | $4,797+140.9% | $5,287+118.6% |
| Admin fee / account holder | $34 | $10,846-99.7% | $8,520-99.6% | $10,133-99.7% |