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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 | $279,307 | $165,399+68.9% | $149,745+86.5% | $158,982+75.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 20.59% | 348.34%-327.8pp | 276.72%-256.1pp | 302.99%-282.4pp |
| Employer contribution / active EE | $2,424 | $5,105-52.5% | $4,646-47.8% | $4,763-49.1% |
| Participant deferral / active EE | $4,088 | $7,183-43.1% | $6,843-40.3% | $5,983-31.7% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |