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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 | $498,638 | $140,578+254.7% | $100,671+395.3% | $125,389+297.7% |
| Participation rate | 83.3% | 80.4%+2.9pp | 70.7%+12.6pp | 83.2%+0.1pp |
| Annual return | -1.45% | 24.67%-26.1pp | 20.43%-21.9pp | 282.24%-283.7pp |
| Employer contribution / active EE | $2,901 | $5,965-51.4% | $4,012-27.7% | $4,866-40.4% |
| Participant deferral / active EE | $7,995 | $3,981+100.8% | $3,144+154.3% | $5,352+49.4% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |