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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 | $291,439 | $227,399+28.2% | $189,758+53.6% | $198,609+46.7% |
| Participation rate | 78.6% | 84.0%-5.4pp | 79.8%-1.2pp | 82.4%-3.8pp |
| Annual return | 8.46% | 61.03%-52.6pp | 52.62%-44.2pp | 202.70%-194.2pp |
| Employer contribution / active EE | $1,940 | $5,526-64.9% | $4,767-59.3% | $5,055-61.6% |
| Participant deferral / active EE | $5,127 | $6,837-25.0% | $5,856-12.4% | $6,977-26.5% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |