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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 | $339,276 | $88,583+283.0% | $88,497+283.4% | $273,972+23.8% |
| Participation rate | 75.0% | 83.5%-8.5pp | 82.4%-7.4pp | 83.0%-8.0pp |
| Annual return | 7.61% | 5.68%+1.9pp | 7.63%0pp | 41.46%-33.8pp |
| Employer contribution / active EE | $6,755 | $4,502+50.0% | $4,036+67.4% | $4,869+38.7% |
| Participant deferral / active EE | $13,500 | $4,891+176.0% | $4,899+175.6% | $5,287+155.3% |
| Admin fee / account holder | $215 | $8,980-97.6% | $6,220-96.5% | $10,133-97.9% |