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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 | $346,779 | $127,387+172.2% | $115,038+201.4% | $125,389+176.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.31% | 31.28%-30.0pp | 26.14%-24.8pp | 282.24%-280.9pp |
| Employer contribution / active EE | $2,834 | $5,166-45.1% | $4,608-38.5% | $4,866-41.8% |
| Participant deferral / active EE | $13,140 | $6,423+104.6% | $6,026+118.0% | $5,352+145.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |