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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 | $318,206 | $118,877+167.7% | $96,570+229.5% | $167,536+89.9% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.8%+1.6pp | 82.1%-10.7pp |
| Annual return | 14.34% | 50.50%-36.2pp | 37.79%-23.5pp | 478.82%-464.5pp |
| Employer contribution / active EE | $2,724 | $3,121-12.7% | $2,357+15.5% | $4,839-43.7% |
| Participant deferral / active EE | $9,237 | $4,617+100.1% | $3,849+140.0% | $6,342+45.6% |
| Admin fee / account holder | $294 | $8,069-96.4% | $6,182-95.2% | $12,315-97.6% |