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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 | $259,550 | $136,860+89.6% | $120,344+115.7% | $154,746+67.7% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.7%+3.3pp | 80.7%-0.7pp |
| Annual return | 12.20% | 21.38%-9.2pp | 20.30%-8.1pp | 172.34%-160.1pp |
| Employer contribution / active EE | $3,956 | $3,533+12.0% | $3,020+31.0% | $4,379-9.7% |
| Participant deferral / active EE | $11,730 | $5,793+102.5% | $5,135+128.4% | $6,730+74.3% |
| Admin fee / account holder | $33 | $15,393-99.8% | $12,742-99.7% | $14,365-99.8% |