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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 | $253,574 | $112,729+124.9% | $98,716+156.9% | $137,256+84.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 12.74% | 38.48%-25.7pp | 31.81%-19.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,697 | $4,640-20.3% | $4,048-8.7% | $6,407-42.3% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |