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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 | $305,600 | $184,014+66.1% | $161,149+89.6% | $138,895+120.0% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.8%+10.1pp | 79.9%+9.0pp |
| Annual return | 21.49% | 21.52%0pp | 21.16%+0.3pp | 145.39%-123.9pp |
| Employer contribution / active EE | $8,809 | $5,055+74.3% | $4,360+102.0% | $4,194+110.0% |
| Participant deferral / active EE | $20,576 | $6,909+197.8% | $6,153+234.4% | $6,396+221.7% |
| Admin fee / account holder | $1 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |