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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 | $318,362 | $127,387+149.9% | $115,038+176.7% | $125,389+153.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.17% | 31.28%-31.4pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $5,243 | $5,166+1.5% | $4,608+13.8% | $4,866+7.7% |
| Participant deferral / active EE | $13,555 | $6,423+111.0% | $6,026+124.9% | $5,352+153.3% |
| Admin fee / account holder | $15 | $9,516-99.8% | $8,175-99.8% | $9,541-99.8% |