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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 | $288,423 | $124,425+131.8% | $112,040+157.4% | $137,256+110.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.26% | 24.72%-6.5pp | 24.52%-6.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $5,351 | $3,411+56.8% | $2,954+81.1% | $4,156+28.7% |
| Participant deferral / active EE | $13,181 | $5,718+130.5% | $5,098+158.6% | $6,407+105.7% |
| Admin fee / account holder | $79 | $15,207-99.5% | $12,098-99.3% | $12,270-99.4% |