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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 | $850,371 | $153,769+453.0% | $133,975+534.7% | $273,972+210.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.12% | 36.51%-30.4pp | 29.29%-23.2pp | 41.46%-35.3pp |
| Employer contribution / active EE | $3,041 | $6,029-49.6% | $5,211-41.6% | $4,869-37.5% |
| Participant deferral / active EE | $16,091 | $6,958+131.3% | $6,282+156.2% | $5,287+204.3% |
| Admin fee / account holder | $16 | $11,765-99.9% | $9,324-99.8% | $10,133-99.8% |