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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 | $391,014 | $117,829+231.8% | $102,423+281.8% | $145,877+168.0% |
| Participation rate | 82.4% | 78.6%+3.7pp | 76.5%+5.9pp | 80.3%+2.1pp |
| Annual return | 31.78% | 31.83%-0.1pp | 29.42%+2.4pp | 551.28%-519.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,761 | $5,732-51.8% | $5,054-45.4% | $6,691-58.7% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |