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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 | $320,712 | $209,422+53.1% | $178,503+79.7% | $158,982+101.7% |
| Participation rate | 81.3% | 86.4%-5.1pp | 81.9%-0.7pp | 82.0%-0.7pp |
| Annual return | 15.94% | 188.81%-172.9pp | 151.12%-135.2pp | 302.99%-287.0pp |
| Employer contribution / active EE | $4,109 | $5,707-28.0% | $5,011-18.0% | $4,763-13.7% |
| Participant deferral / active EE | $7,110 | $5,955+19.4% | $5,202+36.7% | $5,983+18.8% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |