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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 | $327,273 | $181,062+80.8% | $158,223+106.8% | $155,188+110.9% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 17.87% | 57.39%-39.5pp | 52.09%-34.2pp | 148.84%-131.0pp |
| Employer contribution / active EE | $3,258 | $4,565-28.6% | $4,109-20.7% | $4,248-23.3% |
| Participant deferral / active EE | $7,091 | $6,134+15.6% | $5,467+29.7% | $6,531+8.6% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |