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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 | $281,665 | $92,219+205.4% | $76,767+266.9% | $135,380+108.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.02% | 5.46%-5.4pp | 2.43%-2.4pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,111 | $3,216-65.4% | $2,485-55.3% | $4,779-76.7% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $262 | $10,749-97.6% | $6,675-96.1% | $10,828-97.6% |