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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 | $372,536 | $181,062+105.8% | $158,223+135.5% | $155,188+140.1% |
| Participation rate | 81.8% | 82.7%-0.8pp | 79.2%+2.6pp | 80.8%+1.0pp |
| Annual return | 13.11% | 57.39%-44.3pp | 52.09%-39.0pp | 148.84%-135.7pp |
| Employer contribution / active EE | $6,364 | $4,565+39.4% | $4,109+54.9% | $4,248+49.8% |
| Participant deferral / active EE | $6,440 | $6,134+5.0% | $5,467+17.8% | $6,531-1.4% |
| Admin fee / account holder | $138 | $18,825-99.3% | $16,047-99.1% | $14,480-99.0% |