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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 | $451,511 | $156,398+188.7% | $147,318+206.5% | $138,895+225.1% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 79.9%-9.9pp |
| Annual return | 16.08% | 78.75%-62.7pp | 70.43%-54.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $5,143 | $4,853+6.0% | $4,593+12.0% | $4,194+22.6% |
| Participant deferral / active EE | $4,567 | $8,237-44.6% | $7,906-42.2% | $6,396-28.6% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |