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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 | $284,512 | $112,729+152.4% | $98,716+188.2% | $137,256+107.3% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.3%+23.6pp | 80.0%+12.9pp |
| Annual return | 20.82% | 38.48%-17.7pp | 31.81%-11.0pp | 220.34%-199.5pp |
| Employer contribution / active EE | $10,468 | $2,725+284.1% | $2,279+359.4% | $4,156+151.9% |
| Participant deferral / active EE | $8,139 | $4,640+75.4% | $4,048+101.1% | $6,407+27.0% |
| Admin fee / account holder | $267 | $10,129-97.4% | $8,703-96.9% | $12,270-97.8% |