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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 | $252,914 | $88,707+185.1% | $74,184+240.9% | $273,972-7.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.89% | 11.94%-7.1pp | 17.74%-12.8pp | 41.46%-36.6pp |
| Employer contribution / active EE | $3,333 | $3,159+5.5% | $2,370+40.6% | $4,869-31.5% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $218 | $8,717-97.5% | $5,586-96.1% | $10,133-97.9% |