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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 | $502,197 | $165,361+203.7% | $149,715+235.4% | $158,950+215.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 20.75% | 348.24%-327.5pp | 276.66%-255.9pp | 302.91%-282.2pp |
| Employer contribution / active EE | $4,461 | $5,103-12.6% | $4,645-4.0% | $4,762-6.3% |
| Participant deferral / active EE | $12,116 | $7,182+68.7% | $6,842+77.1% | $5,983+102.5% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |