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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 | $317,879 | $210,510+51.0% | $153,500+107.1% | $145,877+117.9% |
| Participation rate | 92.3% | 82.1%+10.2pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 12.45% | 13.45%-1.0pp | 15.70%-3.3pp | 551.28%-538.8pp |
| Employer contribution / active EE | $2,707 | $6,052-55.3% | $5,039-46.3% | $4,663-42.0% |
| Participant deferral / active EE | $5,977 | $7,974-25.0% | $6,756-11.5% | $6,691-10.7% |
| Admin fee / account holder | $100 | $19,455-99.5% | $12,736-99.2% | $13,402-99.3% |