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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 | $260,234 | $167,504+55.4% | $151,628+71.6% | $134,509+93.5% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -15.20% | 7.81%-23.0pp | 3.34%-18.5pp | 418.13%-433.3pp |
| Employer contribution / active EE | $2,038 | $6,828-70.2% | $6,165-66.9% | $4,741-57.0% |
| Participant deferral / active EE | $8,670 | $8,985-3.5% | $8,363+3.7% | $6,400+35.5% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |