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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 | $819,476 | $105,623+675.8% | $87,502+836.5% | $273,972+199.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 4.36% | 12.26%-7.9pp | 12.21%-7.9pp | 41.46%-37.1pp |
| Employer contribution / active EE | $27,144 | $3,141+764.3% | $2,550+964.6% | $4,869+457.5% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $214 | $4,781-95.5% | $4,221-94.9% | $10,133-97.9% |