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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 | $266,699 | $201,344+32.5% | $184,243+44.8% | $145,877+82.8% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 11.99% | 29.01%-17.0pp | 28.82%-16.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $5,744 | $7,022-18.2% | $6,427-10.6% | $4,663+23.2% |
| Participant deferral / active EE | $6,406 | $9,807-34.7% | $9,132-29.9% | $6,691-4.3% |
| Admin fee / account holder | $43 | $16,382-99.7% | $13,914-99.7% | $13,402-99.7% |