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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 | $275,126 | $110,410+149.2% | $102,437+168.6% | $145,897+88.6% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 21.46% | 24.85%-3.4pp | 24.95%-3.5pp | 552.29%-530.8pp |
| Employer contribution / active EE | $3,647 | $4,217-13.5% | $3,871-5.8% | $4,663-21.8% |
| Participant deferral / active EE | $13,026 | $5,622+131.7% | $5,060+157.4% | $6,689+94.7% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |