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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 | $604,267 | $767,447-21.3% | $741,050-18.5% | $564,480+7.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.3%+13.7pp | 89.1%+10.9pp |
| Annual return | -11.61% | -16.51%+4.9pp | -17.37%+5.8pp | -14.07%+2.5pp |
| Employer contribution / active EE | $0 | $31,544-100.0% | $31,041-100.0% | $29,221-100.0% |
| Participant deferral / active EE | $0 | $951-100.0% | $1,035-100.0% | $5,729-100.0% |
| Admin fee / account holder | $0 | $8,875-100.0% | $8,481-100.0% | $27,140-100.0% |