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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 | $396,573 | $110,337+259.4% | $102,383+287.3% | $145,877+171.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 13.29% | 24.83%-11.5pp | 24.94%-11.6pp | 551.28%-538.0pp |
| Employer contribution / active EE | $8,709 | $4,216+106.6% | $3,870+125.0% | $4,663+86.8% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $29 | $9,750-99.7% | $8,391-99.7% | $13,402-99.8% |