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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 | $250,444 | $215,361+16.3% | $171,082+46.4% | $273,972-8.6% |
| Participation rate | 83.3% | 82.0%+1.3pp | 76.7%+6.6pp | 83.0%+0.3pp |
| Annual return | 0.00% | 25.14%-25.1pp | 32.56%-32.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,863 | $4,967-62.5% | $4,002-53.5% | $4,869-61.7% |
| Participant deferral / active EE | $12,417 | $5,543+124.0% | $4,797+158.8% | $5,287+134.8% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |