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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 | $320,238 | $162,812+96.7% | $133,971+139.0% | $158,966+101.5% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 16.65% | 41.94%-25.3pp | 45.09%-28.4pp | 302.95%-286.3pp |
| Employer contribution / active EE | $2,266 | $4,976-54.5% | $3,919-42.2% | $4,762-52.4% |
| Participant deferral / active EE | $7,575 | $5,910+28.2% | $5,047+50.1% | $5,983+26.6% |
| Admin fee / account holder | $39 | $11,741-99.7% | $8,929-99.6% | $11,250-99.7% |