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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 | $138,312+87.7% | $122,979+111.1% | $155,188+67.2% |
| Participation rate | 80.0% | 80.2%-0.2pp | 77.2%+2.8pp | 80.8%-0.8pp |
| Annual return | 12.20% | 22.06%-9.9pp | 20.12%-7.9pp | 148.84%-136.6pp |
| Employer contribution / active EE | $3,956 | $3,530+12.1% | $3,062+29.2% | $4,248-6.9% |
| Participant deferral / active EE | $11,730 | $5,592+109.7% | $5,003+134.5% | $6,531+79.6% |
| Admin fee / account holder | $33 | $15,089-99.8% | $12,864-99.7% | $14,480-99.8% |