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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 | $277,829 | $135,956+104.4% | $123,894+124.2% | $273,972+1.4% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 12.30% | 56.63%-44.3pp | 47.52%-35.2pp | 41.46%-29.2pp |
| Employer contribution / active EE | $8,859 | $5,170+71.4% | $4,617+91.9% | $4,869+81.9% |
| Participant deferral / active EE | $13,481 | $6,343+112.5% | $5,984+125.3% | $5,287+155.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |