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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 | $282,430 | $162,812+73.5% | $133,971+110.8% | $158,966+77.7% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 12.28% | 41.94%-29.7pp | 45.09%-32.8pp | 302.95%-290.7pp |
| Employer contribution / active EE | $4,561 | $4,976-8.3% | $3,919+16.4% | $4,762-4.2% |
| Participant deferral / active EE | $9,168 | $5,910+55.1% | $5,047+81.7% | $5,983+53.2% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |