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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 | $290,773 | $185,141+57.1% | $153,416+89.5% | $155,188+87.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 18.81% | 18.72%+0.1pp | 17.84%+1.0pp | 148.84%-130.0pp |
| Employer contribution / active EE | $1,799 | $4,489-59.9% | $3,764-52.2% | $4,248-57.7% |
| Participant deferral / active EE | $5,460 | $5,477-0.3% | $4,723+15.6% | $6,531-16.4% |
| Admin fee / account holder | $0 | $16,005-100.0% | $13,095-100.0% | $14,480-100.0% |