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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 | $306,604 | $93,064+229.5% | $74,577+311.1% | $273,972+11.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.09% | 26.18%-22.1pp | 20.47%-16.4pp | 41.46%-37.4pp |
| Employer contribution / active EE | $4,440 | $3,160+40.5% | $2,525+75.8% | $4,869-8.8% |
| Participant deferral / active EE | $8,615 | $4,160+107.1% | $3,458+149.1% | $5,287+62.9% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |