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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 | $334,927 | $135,956+146.3% | $123,894+170.3% | $273,972+22.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 20.71% | 56.63%-35.9pp | 47.52%-26.8pp | 41.46%-20.7pp |
| Employer contribution / active EE | $5,427 | $5,170+5.0% | $4,617+17.5% | $4,869+11.5% |
| Participant deferral / active EE | $19,868 | $6,343+213.2% | $5,984+232.0% | $5,287+275.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |