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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 | $440,307 | $111,814+293.8% | $103,378+325.9% | $145,978+201.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.38% | 24.80%-11.4pp | 24.91%-11.5pp | 550.52%-537.1pp |
| Employer contribution / active EE | $3,446 | $4,215-18.2% | $3,870-11.0% | $4,662-26.1% |
| Participant deferral / active EE | $13,492 | $5,618+140.2% | $5,058+166.8% | $6,690+101.7% |
| Admin fee / account holder | $4 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |