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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 | $347,997 | $181,062+92.2% | $158,223+119.9% | $155,188+124.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 15.82% | 57.39%-41.6pp | 52.09%-36.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $2,285 | $4,565-50.0% | $4,109-44.4% | $4,248-46.2% |
| Participant deferral / active EE | $6,856 | $6,134+11.8% | $5,467+25.4% | $6,531+5.0% |
| Admin fee / account holder | $68 | $18,825-99.6% | $16,047-99.6% | $14,480-99.5% |