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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 | $290,021 | $113,941+154.5% | $94,229+207.8% | $125,389+131.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 1.73% | 5.29%-3.6pp | 10.68%-8.9pp | 282.24%-280.5pp |
| Employer contribution / active EE | $18,571 | $4,727+292.9% | $3,587+417.8% | $4,866+281.6% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $19 | $8,392-99.8% | $6,269-99.7% | $9,541-99.8% |