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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 | $384,910 | $118,708+224.3% | $98,920+289.1% | $158,982+142.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 23.22% | 372.49%-349.3pp | 196.47%-173.3pp | 302.99%-279.8pp |
| Employer contribution / active EE | $1,402 | $3,334-57.9% | $2,689-47.9% | $4,763-70.6% |
| Participant deferral / active EE | $1,402 | $5,089-72.5% | $4,245-67.0% | $5,983-76.6% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |