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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 | $743,343 | $110,410+573.3% | $102,437+625.7% | $145,897+409.5% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 19.96% | 24.85%-4.9pp | 24.95%-5.0pp | 552.29%-532.3pp |
| Employer contribution / active EE | $2,099 | $4,217-50.2% | $3,871-45.8% | $4,663-55.0% |
| Participant deferral / active EE | $4,480 | $5,622-20.3% | $5,060-11.5% | $6,689-33.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |