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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 | $254,649 | $155,555+63.7% | $146,866+73.4% | $155,188+64.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 18.28% | 115.41%-97.1pp | 102.85%-84.6pp | 148.84%-130.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,409 | $8,044-20.3% | $7,759-17.4% | $6,531-1.9% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |