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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 | $283,270 | $127,387+122.4% | $115,038+146.2% | $125,389+125.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 4.22% | 31.28%-27.1pp | 26.14%-21.9pp | 282.24%-278.0pp |
| Employer contribution / active EE | $3,062 | $5,166-40.7% | $4,608-33.6% | $4,866-37.1% |
| Participant deferral / active EE | $4,243 | $6,423-33.9% | $6,026-29.6% | $5,352-20.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |