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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 | $474,284 | $174,379+172.0% | $152,093+211.8% | $138,895+241.5% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 14.69% | 74.86%-60.2pp | 66.36%-51.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $2,562 | $4,652-44.9% | $4,175-38.6% | $4,194-38.9% |
| Participant deferral / active EE | $18,437 | $6,159+199.3% | $5,451+238.2% | $6,396+188.3% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |