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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 | $472,544 | $209,425+125.6% | $178,499+164.7% | $158,966+197.3% |
| Participation rate | 82.4% | 86.4%-4.0pp | 81.9%+0.4pp | 82.0%+0.4pp |
| Annual return | 15.13% | 188.80%-173.7pp | 151.10%-136.0pp | 302.95%-287.8pp |
| Employer contribution / active EE | $3,374 | $5,707-40.9% | $5,011-32.7% | $4,762-29.2% |
| Participant deferral / active EE | $8,835 | $5,955+48.4% | $5,202+69.8% | $5,983+47.7% |
| Admin fee / account holder | $69 | $17,078-99.6% | $13,986-99.5% | $11,250-99.4% |