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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 | $1,280,580 | $172,111+644.0% | $150,298+752.0% | $137,256+833.0% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 18.48% | 69.37%-50.9pp | 62.79%-44.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $34,500 | $4,636+644.1% | $4,154+730.5% | $4,156+730.1% |
| Participant deferral / active EE | $21,374 | $6,166+246.7% | $5,453+292.0% | $6,407+233.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |