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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 | $391,352 | $172,111+127.4% | $150,298+160.4% | $137,256+185.1% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 19.37% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $4,095 | $4,636-11.7% | $4,154-1.4% | $4,156-1.5% |
| Participant deferral / active EE | $12,094 | $6,166+96.1% | $5,453+121.8% | $6,407+88.8% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |