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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 | $366,933 | $211,239+73.7% | $178,528+105.5% | $145,877+151.5% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 20.77% | 30.22%-9.4pp | 27.11%-6.3pp | 551.28%-530.5pp |
| Employer contribution / active EE | $3,331 | $4,570-27.1% | $3,950-15.7% | $4,663-28.6% |
| Participant deferral / active EE | $18,669 | $6,963+168.1% | $6,278+197.4% | $6,691+179.0% |
| Admin fee / account holder | $87 | $12,095-99.3% | $10,419-99.2% | $13,402-99.4% |