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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 | $406,027 | $185,312+119.1% | $161,489+151.4% | $154,746+162.4% |
| Participation rate | 78.6% | 82.5%-3.9pp | 78.7%-0.1pp | 80.7%-2.1pp |
| Annual return | 24.16% | 103.84%-79.7pp | 89.72%-65.6pp | 172.34%-148.2pp |
| Employer contribution / active EE | $1,303 | $4,769-72.7% | $4,268-69.5% | $4,379-70.3% |
| Participant deferral / active EE | $8,670 | $6,350+36.5% | $5,630+54.0% | $6,730+28.8% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |