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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 | $336,378 | $110,039+205.7% | $97,260+245.9% | $145,884+130.6% |
| Participation rate | 72.7% | 75.9%-3.2pp | 72.7%+0.1pp | 80.3%-7.6pp |
| Annual return | 9.48% | 244.44%-235.0pp | 75.54%-66.1pp | 551.85%-542.4pp |
| Employer contribution / active EE | $2,193 | $3,074-28.7% | $2,721-19.4% | $4,662-53.0% |
| Participant deferral / active EE | $2,145 | $4,674-54.1% | $4,262-49.7% | $6,690-67.9% |
| Admin fee / account holder | $251 | $6,204-96.0% | $5,640-95.6% | $13,392-98.1% |