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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 | $1,001,930 | $175,646+470.4% | $129,118+676.0% | $134,545+644.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -2.91% | -11.39%+8.5pp | -10.94%+8.0pp | 418.37%-421.3pp |
| Employer contribution / active EE | $3,324 | $6,355-47.7% | $5,051-34.2% | $4,742-29.9% |
| Participant deferral / active EE | $0 | $7,970-100.0% | $6,539-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9 | $23,578-100.0% | $14,305-99.9% | $11,431-99.9% |