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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 | $272,579 | $447,575-39.1% | $442,758-38.4% | $587,889-53.6% |
| Participation rate | 100.0% | 86.9%+13.1pp | 85.0%+15.0pp | 87.9%+12.1pp |
| Annual return | 9.63% | 60.52%-50.9pp | 57.90%-48.3pp | 19.70%-10.1pp |
| Employer contribution / active EE | $0 | $19,373-100.0% | $20,141-100.0% | $21,263-100.0% |
| Participant deferral / active EE | $0 | $16,986-100.0% | $16,285-100.0% | $8,361-100.0% |
| Admin fee / account holder | $166 | $9,225-98.2% | $9,773-98.3% | $49,457-99.7% |