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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 | $291,215 | $111,814+160.4% | $103,374+181.7% | $145,959+99.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 16.04% | 24.77%-8.7pp | 24.89%-8.8pp | 561.95%-545.9pp |
| Employer contribution / active EE | $2,400 | $4,214-43.0% | $3,869-38.0% | $4,661-48.5% |
| Participant deferral / active EE | $2,400 | $5,618-57.3% | $5,058-52.5% | $6,689-64.1% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |