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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 | $367,568 | $172,111+113.6% | $150,298+144.6% | $137,256+167.8% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 17.53% | 69.37%-51.8pp | 62.79%-45.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,274 | $4,636-51.0% | $4,154-45.3% | $4,156-45.3% |
| Participant deferral / active EE | $4,711 | $6,166-23.6% | $5,453-13.6% | $6,407-26.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |