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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 | $399,470 | $172,111+132.1% | $150,298+165.8% | $137,256+191.0% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 13.39% | 69.37%-56.0pp | 62.79%-49.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,315 | $4,636-71.6% | $4,154-68.3% | $4,156-68.4% |
| Participant deferral / active EE | $8,288 | $6,166+34.4% | $5,453+52.0% | $6,407+29.4% |
| Admin fee / account holder | $251 | $16,471-98.5% | $14,116-98.2% | $12,270-98.0% |