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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 | $337,124 | $389,628-13.5% | $325,506+3.6% | $428,746-21.4% |
| Participation rate | 100.0% | 91.7%+8.3pp | 83.1%+16.9pp | 88.2%+11.8pp |
| Annual return | 15.55% | 2.73%+12.8pp | 4.91%+10.6pp | 331.92%-316.4pp |
| Employer contribution / active EE | $0 | $5,530-100.0% | $4,786-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $0 | $4,466-100.0% | $3,804-100.0% | $5,961-100.0% |
| Admin fee / account holder | $0 | $11,063-100.0% | $10,490-100.0% | $31,735-100.0% |