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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 | $827,272 | $113,941+626.1% | $94,228+778.0% | $125,388+559.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.64% | 5.29%-4.6pp | 10.68%-10.0pp | 282.24%-281.6pp |
| Employer contribution / active EE | $867 | $4,727-81.7% | $3,587-75.8% | $4,866-82.2% |
| Participant deferral / active EE | $5,623 | $5,179+8.6% | $4,320+30.1% | $5,352+5.1% |
| Admin fee / account holder | $300 | $8,392-96.4% | $6,269-95.2% | $9,541-96.9% |