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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 | $326,227 | $127,387+156.1% | $115,038+183.6% | $125,389+160.2% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | 1.28% | 31.28%-30.0pp | 26.14%-24.9pp | 282.24%-281.0pp |
| Employer contribution / active EE | $4,367 | $5,166-15.5% | $4,608-5.2% | $4,866-10.3% |
| Participant deferral / active EE | $6,008 | $6,423-6.5% | $6,026-0.3% | $5,352+12.3% |
| Admin fee / account holder | $2 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |