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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 | $281,371 | $153,769+83.0% | $133,975+110.0% | $273,972+2.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.46% | 36.51%-31.0pp | 29.29%-23.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $2,430 | $6,029-59.7% | $5,211-53.4% | $4,869-50.1% |
| Participant deferral / active EE | $2,952 | $6,958-57.6% | $6,282-53.0% | $5,287-44.2% |
| Admin fee / account holder | $16 | $11,765-99.9% | $9,324-99.8% | $10,133-99.8% |