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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 | $366,285 | $181,896+101.4% | $156,551+134.0% | $273,972+33.7% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 6.07% | 30.74%-24.7pp | 32.23%-26.2pp | 41.46%-35.4pp |
| Employer contribution / active EE | $2,381 | $6,248-61.9% | $5,501-56.7% | $4,869-51.1% |
| Participant deferral / active EE | $1,917 | $5,550-65.5% | $4,871-60.7% | $5,287-63.7% |
| Admin fee / account holder | $10 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |