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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 | $712,873 | $160,028+345.5% | $147,080+384.7% | $145,884+388.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 16.40% | 98.60%-82.2pp | 420.17%-403.8pp | 551.85%-535.4pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,434 | $8,422+47.6% | $8,066+54.1% | $6,690+85.9% |
| Admin fee / account holder | $23 | $15,030-99.9% | $12,989-99.8% | $13,392-99.8% |