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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 | $335,967 | $183,592+83.0% | $155,574+116.0% | $145,877+130.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.94% | 61.37%-50.4pp | 64.87%-53.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $2,512 | $5,317-52.8% | $4,676-46.3% | $4,663-46.1% |
| Participant deferral / active EE | $6,791 | $6,466+5.0% | $5,629+20.6% | $6,691+1.5% |
| Admin fee / account holder | $8 | $19,316-100.0% | $15,914-100.0% | $13,402-99.9% |