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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 | $677,303 | $139,948+384.0% | $121,663+456.7% | $154,746+337.7% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.5%+0.5pp | 80.7%-5.7pp |
| Annual return | 18.68% | 230.52%-211.8pp | 147.54%-128.9pp | 172.34%-153.7pp |
| Employer contribution / active EE | $2,148 | $3,521-39.0% | $3,020-28.9% | $4,379-51.0% |
| Participant deferral / active EE | $21,903 | $5,629+289.1% | $4,887+348.2% | $6,730+225.4% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |