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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 | $349,585 | $88,707+294.1% | $74,184+371.2% | $273,972+27.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 4.85% | 11.94%-7.1pp | 17.74%-12.9pp | 41.46%-36.6pp |
| Employer contribution / active EE | $7,643 | $3,159+141.9% | $2,370+222.5% | $4,869+57.0% |
| Participant deferral / active EE | $3,828 | $4,212-9.1% | $3,550+7.8% | $5,287-27.6% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |