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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 | $267,852 | $104,251+156.9% | $91,004+194.3% | $147,586+81.5% |
| Participation rate | 81.3% | 78.2%+3.0pp | 75.6%+5.6pp | 82.8%-1.6pp |
| Annual return | 16.16% | 27.06%-10.9pp | 4.60%+11.6pp | 578.59%-562.4pp |
| Employer contribution / active EE | $6,554 | $3,116+110.3% | $2,456+166.9% | $4,876+34.4% |
| Participant deferral / active EE | $4,571 | $4,195+9.0% | $3,548+28.8% | $5,439-16.0% |
| Admin fee / account holder | $1 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |