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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 | $501,310 | $113,941+340.0% | $94,229+432.0% | $125,389+299.8% |
| Participation rate | 90.9% | 82.9%+8.0pp | 78.8%+12.1pp | 83.2%+7.7pp |
| Annual return | 0.44% | 5.29%-4.9pp | 10.68%-10.2pp | 282.24%-281.8pp |
| Employer contribution / active EE | $17,368 | $4,727+267.4% | $3,587+384.2% | $4,866+256.9% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |