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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 | $277,327 | $167,362+65.7% | $143,799+92.9% | $134,532+106.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -14.86% | 0.47%-15.3pp | -0.04%-14.8pp | 418.27%-433.1pp |
| Employer contribution / active EE | $4,827 | $5,620-14.1% | $4,952-2.5% | $4,741+1.8% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $48 | $18,094-99.7% | $14,677-99.7% | $11,429-99.6% |