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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 | $274,817 | $167,353+64.2% | $143,797+91.1% | $134,545+104.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -16.95% | 0.48%-17.4pp | -0.04%-16.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $7,382 | $5,620+31.3% | $4,952+49.1% | $4,742+55.7% |
| Participant deferral / active EE | $5,187 | $6,447-19.5% | $5,638-8.0% | $6,401-19.0% |
| Admin fee / account holder | $75 | $18,096-99.6% | $14,679-99.5% | $11,431-99.3% |