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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 | $312,713 | $288,797+8.3% | $239,577+30.5% | $382,429-18.2% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 14.82% | -3.30%+18.1pp | -0.70%+15.5pp | 248.85%-234.0pp |
| Employer contribution / active EE | $13,726 | $8,558+60.4% | $7,232+89.8% | $8,036+70.8% |
| Participant deferral / active EE | $11,240 | $6,420+75.1% | $5,676+98.0% | $5,727+96.2% |
| Admin fee / account holder | $0 | $18,649-100.0% | $19,315-100.0% | $30,732-100.0% |