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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 | $330,163 | $139,948+135.9% | $121,663+171.4% | $154,746+113.4% |
| Participation rate | 87.5% | 78.0%+9.5pp | 74.5%+13.0pp | 80.7%+6.8pp |
| Annual return | 19.53% | 230.52%-211.0pp | 147.54%-128.0pp | 172.34%-152.8pp |
| Employer contribution / active EE | $3,903 | $3,521+10.8% | $3,020+29.2% | $4,379-10.9% |
| Participant deferral / active EE | $5,552 | $5,629-1.4% | $4,887+13.6% | $6,730-17.5% |
| Admin fee / account holder | $282 | $17,321-98.4% | $14,289-98.0% | $14,365-98.0% |