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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 | $415,104 | $87,546+374.2% | $75,784+447.7% | $125,389+231.1% |
| Participation rate | 71.4% | 80.2%-8.7pp | 75.8%-4.4pp | 83.2%-11.8pp |
| Annual return | 1.24% | 13.49%-12.2pp | 9.68%-8.4pp | 282.24%-281.0pp |
| Employer contribution / active EE | $1,363 | $3,930-65.3% | $3,323-59.0% | $4,866-72.0% |
| Participant deferral / active EE | $2,915 | $4,230-31.1% | $3,652-20.2% | $5,352-45.5% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |