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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 | $292,917 | $215,361+36.0% | $171,082+71.2% | $273,972+6.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.52% | 25.14%-20.6pp | 32.56%-28.0pp | 41.46%-36.9pp |
| Employer contribution / active EE | $5,599 | $4,967+12.7% | $4,002+39.9% | $4,869+15.0% |
| Participant deferral / active EE | $5,920 | $5,543+6.8% | $4,797+23.4% | $5,287+12.0% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |