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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 | $473,496 | $210,908+124.5% | $153,643+208.2% | $145,884+224.6% |
| Participation rate | 70.0% | 82.1%-12.1pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 0.00% | 13.46%-13.5pp | 15.71%-15.7pp | 551.85%-551.8pp |
| Employer contribution / active EE | $3,617 | $6,055-40.3% | $5,039-28.2% | $4,662-22.4% |
| Participant deferral / active EE | $7,299 | $7,976-8.5% | $6,754+8.1% | $6,690+9.1% |
| Admin fee / account holder | $287 | $19,477-98.5% | $12,739-97.7% | $13,392-97.9% |