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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 | $353,373 | $215,361+64.1% | $171,082+106.6% | $273,972+29.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 3.95% | 25.14%-21.2pp | 32.56%-28.6pp | 41.46%-37.5pp |
| Employer contribution / active EE | $8,333 | $4,967+67.8% | $4,002+108.2% | $4,869+71.2% |
| Participant deferral / active EE | $8,141 | $5,543+46.9% | $4,797+69.7% | $5,287+54.0% |
| Admin fee / account holder | $300 | $10,846-97.2% | $8,520-96.5% | $10,133-97.0% |