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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 | $1,163,016 | $167,353+594.9% | $143,797+708.8% | $134,545+764.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -12.25% | 0.48%-12.7pp | -0.04%-12.2pp | 418.37%-430.6pp |
| Employer contribution / active EE | $2,438 | $5,620-56.6% | $4,952-50.8% | $4,742-48.6% |
| Participant deferral / active EE | $11,300 | $6,447+75.3% | $5,638+100.4% | $6,401+76.5% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |