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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 | $393,668 | $172,111+128.7% | $150,298+161.9% | $137,256+186.8% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 16.56% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,866 | $4,636-38.2% | $4,154-31.0% | $4,156-31.0% |
| Participant deferral / active EE | $8,726 | $6,166+41.5% | $5,453+60.0% | $6,407+36.2% |
| Admin fee / account holder | $220 | $16,471-98.7% | $14,116-98.4% | $12,270-98.2% |