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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 | $259,888 | $181,896+42.9% | $156,551+66.0% | $273,972-5.1% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 8.50% | 30.74%-22.2pp | 32.23%-23.7pp | 41.46%-33.0pp |
| Employer contribution / active EE | $2,979 | $6,248-52.3% | $5,501-45.8% | $4,869-38.8% |
| Participant deferral / active EE | $5,333 | $5,550-3.9% | $4,871+9.5% | $5,287+0.9% |
| Admin fee / account holder | $224 | $15,560-98.6% | $13,028-98.3% | $10,133-97.8% |