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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 | $354,918 | $110,410+221.5% | $102,437+246.5% | $145,897+143.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.14% | 24.85%-6.7pp | 24.95%-6.8pp | 552.29%-534.2pp |
| Employer contribution / active EE | $1,027 | $4,217-75.6% | $3,871-73.5% | $4,663-78.0% |
| Participant deferral / active EE | $3,813 | $5,622-32.2% | $5,060-24.7% | $6,689-43.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |