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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 | $337,632 | $212,777+58.7% | $173,703+94.4% | $198,609+70.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 13.80% | 18.82%-5.0pp | 17.46%-3.7pp | 202.70%-188.9pp |
| Employer contribution / active EE | $3,750 | $5,214-28.1% | $4,288-12.5% | $5,055-25.8% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $19,536-100.0% | $15,562-100.0% | $19,030-100.0% |