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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 | $298,906 | $157,276+90.1% | $141,177+111.7% | $152,885+95.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 23.41% | 64.33%-40.9pp | 71.40%-48.0pp | 345.39%-322.0pp |
| Employer contribution / active EE | $2,061 | $5,262-60.8% | $4,736-56.5% | $4,763-56.7% |
| Participant deferral / active EE | $3,747 | $7,110-47.3% | $6,710-44.2% | $5,851-36.0% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |