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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 | $430,234 | $165,399+160.1% | $149,745+187.3% | $158,982+170.6% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 16.09% | 348.34%-332.2pp | 276.72%-260.6pp | 302.99%-286.9pp |
| Employer contribution / active EE | $3,535 | $5,105-30.8% | $4,646-23.9% | $4,763-25.8% |
| Participant deferral / active EE | $7,172 | $7,183-0.2% | $6,843+4.8% | $5,983+19.9% |
| Admin fee / account holder | $247 | $10,811-97.7% | $9,312-97.3% | $11,252-97.8% |