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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 | $301,109 | $215,361+39.8% | $171,082+76.0% | $273,972+9.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 7.51% | 25.14%-17.6pp | 32.56%-25.0pp | 41.46%-33.9pp |
| Employer contribution / active EE | $6,652 | $4,967+33.9% | $4,002+66.2% | $4,869+36.6% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |