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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 | $336,251 | $117,444+186.3% | $99,479+238.0% | $152,909+119.9% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.5%-7.5pp |
| Annual return | 24.85% | 31.87%-7.0pp | 30.72%-5.9pp | 345.46%-320.6pp |
| Employer contribution / active EE | $16,593 | $3,014+450.6% | $2,540+553.2% | $4,764+248.3% |
| Participant deferral / active EE | $13,607 | $4,086+233.0% | $3,619+276.0% | $5,851+132.5% |
| Admin fee / account holder | $181 | $7,635-97.6% | $6,253-97.1% | $11,601-98.4% |