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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 | $293,382 | $227,399+29.0% | $189,758+54.6% | $198,609+47.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 17.45% | 61.03%-43.6pp | 52.62%-35.2pp | 202.70%-185.2pp |
| Employer contribution / active EE | $4,410 | $5,526-20.2% | $4,767-7.5% | $5,055-12.8% |
| Participant deferral / active EE | $6,724 | $6,837-1.7% | $5,856+14.8% | $6,977-3.6% |
| Admin fee / account holder | $1 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |