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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 | $263,493 | $127,387+106.8% | $115,038+129.0% | $125,389+110.1% |
| Participation rate | 92.9% | 84.2%+8.7pp | 81.4%+11.5pp | 83.2%+9.7pp |
| Annual return | 2.15% | 31.28%-29.1pp | 26.14%-24.0pp | 282.24%-280.1pp |
| Employer contribution / active EE | $14,271 | $5,166+176.2% | $4,608+209.7% | $4,866+193.3% |
| Participant deferral / active EE | $10,762 | $6,423+67.6% | $6,026+78.6% | $5,352+101.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |