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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 | $378,411 | $118,467+219.4% | $98,450+284.4% | $139,456+171.3% |
| Participation rate | 80.0% | 77.5%+2.5pp | 75.2%+4.8pp | 80.3%-0.3pp |
| Annual return | 18.87% | 18.95%-0.1pp | 21.16%-2.3pp | 373.45%-354.6pp |
| Employer contribution / active EE | $2,071 | $3,611-42.6% | $3,049-32.1% | $4,753-56.4% |
| Participant deferral / active EE | $5,583 | $5,393+3.5% | $4,739+17.8% | $6,711-16.8% |
| Admin fee / account holder | $0 | $14,057-100.0% | $8,961-100.0% | $11,407-100.0% |