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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 | $357,352 | $115,225+210.1% | $100,712+254.8% | $138,895+157.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 19.98% | 40.35%-20.4pp | 33.27%-13.3pp | 145.39%-125.4pp |
| Employer contribution / active EE | $2,951 | $2,771+6.5% | $2,313+27.6% | $4,194-29.6% |
| Participant deferral / active EE | $12,406 | $4,699+164.0% | $4,085+203.7% | $6,396+94.0% |
| Admin fee / account holder | $93 | $10,844-99.1% | $9,256-99.0% | $12,562-99.3% |