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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 | $267,824 | $181,896+47.2% | $156,551+71.1% | $273,972-2.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.18% | 30.74%-18.6pp | 32.23%-20.0pp | 41.46%-29.3pp |
| Employer contribution / active EE | $9,954 | $6,248+59.3% | $5,501+80.9% | $4,869+104.5% |
| Participant deferral / active EE | $10,242 | $5,550+84.5% | $4,871+110.3% | $5,287+93.7% |
| Admin fee / account holder | $141 | $15,560-99.1% | $13,028-98.9% | $10,133-98.6% |