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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 | $278,481 | $155,555+79.0% | $146,866+89.6% | $155,188+79.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 16.38% | 115.41%-99.0pp | 102.85%-86.5pp | 148.84%-132.5pp |
| Employer contribution / active EE | $3,020 | $4,647-35.0% | $4,425-31.7% | $4,248-28.9% |
| Participant deferral / active EE | $16,100 | $8,044+100.1% | $7,759+107.5% | $6,531+146.5% |
| Admin fee / account holder | $40 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |