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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 | $365,059 | $107,666+239.1% | $102,184+257.3% | $154,746+135.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.06% | 29.33%-12.3pp | 31.58%-14.5pp | 172.34%-155.3pp |
| Employer contribution / active EE | $8,084 | $3,846+110.2% | $3,594+124.9% | $4,379+84.6% |
| Participant deferral / active EE | $8,678 | $8,719-0.5% | $8,309+4.4% | $6,730+28.9% |
| Admin fee / account holder | $6 | $12,943-100.0% | $11,609-99.9% | $14,365-100.0% |