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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 | $262,181 | $157,829+66.1% | $136,867+91.6% | $198,609+32.0% |
| Participation rate | 80.0% | 77.2%+2.8pp | 74.5%+5.5pp | 82.4%-2.4pp |
| Annual return | 19.84% | 51.25%-31.4pp | 42.97%-23.1pp | 202.70%-182.9pp |
| Employer contribution / active EE | $852 | $3,923-78.3% | $3,547-76.0% | $5,055-83.2% |
| Participant deferral / active EE | $4,714 | $5,463-13.7% | $4,924-4.3% | $6,977-32.4% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |