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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 | $320,671 | $135,956+135.9% | $123,894+158.8% | $273,972+17.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.32% | 56.63%-51.3pp | 47.52%-42.2pp | 41.46%-36.1pp |
| Employer contribution / active EE | $14,085 | $5,170+172.5% | $4,617+205.1% | $4,869+189.3% |
| Participant deferral / active EE | $9,630 | $6,343+51.8% | $5,984+60.9% | $5,287+82.1% |
| Admin fee / account holder | $184 | $9,817-98.1% | $8,357-97.8% | $10,133-98.2% |