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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 | $417,405 | $155,555+168.3% | $146,866+184.2% | $155,188+169.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 15.80% | 115.41%-99.6pp | 102.85%-87.1pp | 148.84%-133.0pp |
| Employer contribution / active EE | $3,763 | $4,647-19.0% | $4,425-15.0% | $4,248-11.4% |
| Participant deferral / active EE | $16,063 | $8,044+99.7% | $7,759+107.0% | $6,531+145.9% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |