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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 | $391,640 | $178,174+119.8% | $156,181+150.8% | $137,256+185.3% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 18.24% | 84.19%-66.0pp | 64.87%-46.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,188 | $4,972-76.1% | $4,294-72.3% | $4,156-71.4% |
| Participant deferral / active EE | $3,955 | $6,888-42.6% | $6,132-35.5% | $6,407-38.3% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |