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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 | $286,750 | $183,627+56.2% | $155,602+84.3% | $145,978+96.4% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 11.98% | 61.32%-49.3pp | 64.81%-52.8pp | 550.52%-538.5pp |
| Employer contribution / active EE | $4,987 | $5,316-6.2% | $4,675+6.7% | $4,662+7.0% |
| Participant deferral / active EE | $5,673 | $6,466-12.3% | $5,629+0.8% | $6,690-15.2% |
| Admin fee / account holder | $51 | $19,327-99.7% | $15,923-99.7% | $13,400-99.6% |