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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 | $752,370 | $167,533+349.1% | $151,645+396.1% | $134,545+459.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -16.98% | 7.81%-24.8pp | 3.34%-20.3pp | 418.37%-435.3pp |
| Employer contribution / active EE | $9,845 | $6,828+44.2% | $6,165+59.7% | $4,742+107.6% |
| Participant deferral / active EE | $14,477 | $8,985+61.1% | $8,363+73.1% | $6,401+126.2% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |