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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 | $162,136+71.8% | $152,301+82.8% | $154,746+80.0% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 16.38% | 91.02%-74.6pp | 80.50%-64.1pp | 172.34%-156.0pp |
| Employer contribution / active EE | $3,020 | $4,890-38.2% | $4,624-34.7% | $4,379-31.0% |
| Participant deferral / active EE | $16,100 | $8,341+93.0% | $8,004+101.2% | $6,730+139.2% |
| Admin fee / account holder | $40 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |