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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 | $612,004 | $106,247+476.0% | $96,515+534.1% | $139,466+338.8% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 21.12% | 38.47%-17.3pp | 35.73%-14.6pp | 373.66%-352.5pp |
| Employer contribution / active EE | $2,059 | $4,106-49.9% | $3,740-44.9% | $4,754-56.7% |
| Participant deferral / active EE | $4,489 | $5,456-17.7% | $4,880-8.0% | $6,712-33.1% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |