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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 | $357,491 | $107,809+231.6% | $97,032+268.4% | $155,188+130.4% |
| Participation rate | 92.9% | 75.5%+17.4pp | 71.6%+21.3pp | 80.8%+12.1pp |
| Annual return | 14.79% | 38.06%-23.3pp | 35.38%-20.6pp | 148.84%-134.0pp |
| Employer contribution / active EE | $2,461 | $2,911-15.5% | $2,629-6.4% | $4,248-42.1% |
| Participant deferral / active EE | $6,323 | $5,129+23.3% | $4,672+35.3% | $6,531-3.2% |
| Admin fee / account holder | $4 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |