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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 | $446,649 | $175,646+154.3% | $129,118+245.9% | $134,545+232.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | 4.49% | -11.39%+15.9pp | -10.94%+15.4pp | 418.37%-413.9pp |
| Employer contribution / active EE | $5,000 | $6,355-21.3% | $5,051-1.0% | $4,742+5.5% |
| Participant deferral / active EE | $0 | $7,970-100.0% | $6,539-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $23,578-100.0% | $14,305-100.0% | $11,431-100.0% |