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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 | $165,351+160.2% | $149,710+187.4% | $158,931+170.7% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 16.09% | 348.19%-332.1pp | 276.63%-260.5pp | 302.86%-286.8pp |
| Employer contribution / active EE | $3,535 | $5,103-30.7% | $4,645-23.9% | $4,761-25.8% |
| Participant deferral / active EE | $7,172 | $7,181-0.1% | $6,842+4.8% | $5,982+19.9% |
| Admin fee / account holder | $247 | $10,807-97.7% | $9,309-97.3% | $11,247-97.8% |