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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 | $551,454 | $275,752+100.0% | $256,809+114.7% | $198,609+177.7% |
| Participation rate | 75.0% | 89.2%-14.2pp | 88.5%-13.5pp | 82.4%-7.4pp |
| Annual return | 18.16% | 34.81%-16.7pp | 32.73%-14.6pp | 202.70%-184.5pp |
| Employer contribution / active EE | $12,500 | $7,721+61.9% | $7,263+72.1% | $5,055+147.3% |
| Participant deferral / active EE | $7,616 | $10,037-24.1% | $9,520-20.0% | $6,977+9.2% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |