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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 | $253,662 | $105,866+139.6% | $90,766+179.5% | $134,545+88.5% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -13.50% | -10.99%-2.5pp | -12.16%-1.3pp | 418.37%-431.9pp |
| Employer contribution / active EE | $1,955 | $3,464-43.6% | $2,922-33.1% | $4,742-58.8% |
| Participant deferral / active EE | $7,199 | $5,217+38.0% | $4,565+57.7% | $6,401+12.5% |
| Admin fee / account holder | $229 | $13,938-98.4% | $8,446-97.3% | $11,431-98.0% |