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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 | $403,308 | $172,111+134.3% | $150,298+168.3% | $137,256+193.8% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 15.74% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,316 | $4,636-71.6% | $4,154-68.3% | $4,156-68.3% |
| Participant deferral / active EE | $12,794 | $6,166+107.5% | $5,453+134.6% | $6,407+99.7% |
| Admin fee / account holder | $150 | $16,471-99.1% | $14,116-98.9% | $12,270-98.8% |