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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 | $263,879 | $124,425+112.1% | $112,040+135.5% | $137,256+92.3% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 16.90% | 24.72%-7.8pp | 24.52%-7.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $10,811 | $3,411+216.9% | $2,954+266.0% | $4,156+160.1% |
| Participant deferral / active EE | $12,774 | $5,718+123.4% | $5,098+150.6% | $6,407+99.4% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |