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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 | $298,397 | $148,623+100.8% | $135,974+119.5% | $139,466+114.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 18.37% | 79.30%-60.9pp | 68.30%-49.9pp | 373.66%-355.3pp |
| Employer contribution / active EE | $2,276 | $5,246-56.6% | $4,859-53.2% | $4,754-52.1% |
| Participant deferral / active EE | $8,692 | $8,103+7.3% | $7,760+12.0% | $6,712+29.5% |
| Admin fee / account holder | $59 | $12,406-99.5% | $10,767-99.5% | $11,409-99.5% |