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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 | $371,370 | $165,361+124.6% | $149,715+148.1% | $158,950+133.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 20.77% | 348.24%-327.5pp | 276.66%-255.9pp | 302.91%-282.1pp |
| Employer contribution / active EE | $1,887 | $5,103-63.0% | $4,645-59.4% | $4,762-60.4% |
| Participant deferral / active EE | $4,516 | $7,182-37.1% | $6,842-34.0% | $5,983-24.5% |
| Admin fee / account holder | $15 | $10,808-99.9% | $9,310-99.8% | $11,248-99.9% |