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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 | $475,251 | $208,088+128.4% | $186,193+155.2% | $154,746+207.1% |
| Participation rate | 80.0% | 80.0%0pp | 77.1%+2.9pp | 80.7%-0.7pp |
| Annual return | 14.43% | 89.97%-75.5pp | 78.03%-63.6pp | 172.34%-157.9pp |
| Employer contribution / active EE | $7,138 | $4,340+64.5% | $3,918+82.2% | $4,379+63.0% |
| Participant deferral / active EE | $15,983 | $7,078+125.8% | $6,513+145.4% | $6,730+137.5% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |