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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 | $677,303 | $132,634+410.7% | $115,768+485.1% | $137,256+393.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 18.68% | 160.70%-142.0pp | 100.46%-81.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,148 | $3,360-36.1% | $2,940-26.9% | $4,156-48.3% |
| Participant deferral / active EE | $21,903 | $5,619+289.8% | $4,917+345.5% | $6,407+241.9% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |