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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 | $297,671 | $86,701+243.3% | $73,309+306.0% | $125,389+137.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.81% | 2.78%-1.0pp | 5.67%-3.9pp | 282.24%-280.4pp |
| Employer contribution / active EE | $3,595 | $4,152-13.4% | $3,237+11.0% | $4,866-26.1% |
| Participant deferral / active EE | $12,500 | $5,549+125.3% | $4,991+150.4% | $5,352+133.6% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |