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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 | $278,481 | $196,972+41.4% | $182,262+52.8% | $198,609+40.2% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 16.38% | 158.27%-141.9pp | 140.60%-124.2pp | 202.70%-186.3pp |
| Employer contribution / active EE | $3,020 | $5,364-43.7% | $5,046-40.1% | $5,055-40.3% |
| Participant deferral / active EE | $16,100 | $8,643+86.3% | $8,276+94.5% | $6,977+130.8% |
| Admin fee / account holder | $40 | $18,429-99.8% | $16,712-99.8% | $19,030-99.8% |