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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 | $451,511 | $155,555+190.3% | $146,866+207.4% | $155,188+190.9% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.5%-12.5pp | 80.8%-10.8pp |
| Annual return | 16.08% | 115.41%-99.3pp | 102.85%-86.8pp | 148.84%-132.8pp |
| Employer contribution / active EE | $5,143 | $4,647+10.7% | $4,425+16.2% | $4,248+21.1% |
| Participant deferral / active EE | $4,567 | $8,044-43.2% | $7,759-41.1% | $6,531-30.1% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |